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 | $690,439 | $209,336+229.8% | $197,124+250.3% | $137,256+403.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.49% | 48.09%-29.6pp | 44.34%-25.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $12,900 | $6,591+95.7% | $6,227+107.1% | $4,156+210.4% |
| Participant deferral / active EE | $29,340 | $9,614+205.2% | $9,135+221.2% | $6,407+358.0% |
| Admin fee / account holder | $38 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |