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 | $406,670 | $209,336+94.3% | $197,124+106.3% | $137,256+196.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.23% | 48.09%-28.9pp | 44.34%-25.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $23,833 | $6,591+261.6% | $6,227+282.7% | $4,156+473.5% |
| Participant deferral / active EE | $19,503 | $9,614+102.9% | $9,135+113.5% | $6,407+204.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |