See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $684,668 | $197,591+246.5% | $177,821+285.0% | $158,922+330.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 18.38% | 58.76%-40.4pp | 48.32%-29.9pp | 302.83%-284.4pp |
| Employer contribution / active EE | $9,122 | $6,697+36.2% | $5,918+54.1% | $4,761+91.6% |
| Participant deferral / active EE | $13,858 | $8,405+64.9% | $7,714+79.6% | $5,982+131.6% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |