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 | $684,522 | $183,963+272.1% | $162,163+322.1% | $152,861+347.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 21.27% | 150.76%-129.5pp | 115.59%-94.3pp | 345.32%-324.0pp |
| Employer contribution / active EE | $20,270 | $6,371+218.2% | $5,614+261.1% | $4,762+325.6% |
| Participant deferral / active EE | $10,971 | $8,034+36.6% | $7,298+50.3% | $5,850+87.5% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |