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 | $980,136 | $201,272+387.0% | $184,203+432.1% | $145,922+571.7% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 11.55% | 29.00%-17.5pp | 28.81%-17.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $21,765 | $7,022+210.0% | $6,427+238.6% | $4,660+367.1% |
| Participant deferral / active EE | $15,329 | $9,806+56.3% | $9,131+67.9% | $6,688+129.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |