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 9-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 | $452,777 | $183,963+146.1% | $162,163+179.2% | $152,861+196.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.80% | 150.76%-128.0pp | 115.59%-92.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $4,400 | $6,371-30.9% | $5,614-21.6% | $4,762-7.6% |
| Participant deferral / active EE | $4,400 | $8,034-45.2% | $7,298-39.7% | $5,850-24.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |