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 | $412,436 | $209,411+97.0% | $178,490+131.1% | $158,922+159.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.02% | 188.75%-166.7pp | 151.07%-129.0pp | 302.83%-280.8pp |
| Employer contribution / active EE | $7,312 | $5,706+28.1% | $5,011+45.9% | $4,761+53.6% |
| Participant deferral / active EE | $6,683 | $5,954+12.2% | $5,202+28.5% | $5,982+11.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |