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 7-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 | $712,412 | $201,259+254.0% | $184,200+286.8% | $145,959+388.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.37% | 28.98%-1.6pp | 28.80%-1.4pp | 561.95%-534.6pp |
| Employer contribution / active EE | $29,739 | $7,018+323.7% | $6,424+362.9% | $4,661+538.1% |
| Participant deferral / active EE | $24,950 | $9,806+154.4% | $9,132+173.2% | $6,689+273.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |