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 9-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 | $396,027 | $209,411+89.1% | $178,490+121.9% | $158,922+149.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.74% | 188.75%-179.0pp | 151.07%-141.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $14,188 | $5,706+148.6% | $5,011+183.2% | $4,761+198.0% |
| Participant deferral / active EE | $14,764 | $5,954+148.0% | $5,202+183.8% | $5,982+146.8% |
| Admin fee / account holder | $30 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |