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 8-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 | $488,600 | $169,032+189.1% | $129,207+278.2% | $145,922+234.8% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 12.28% | 14330.11%-14317.8pp | 9417.33%-9405.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $11,716 | $5,537+111.6% | $4,153+182.1% | $4,660+151.4% |
| Participant deferral / active EE | $9,543 | $4,987+91.3% | $4,168+129.0% | $6,688+42.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |