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 | $445,380 | $209,832+112.3% | $189,513+135.0% | $167,490+165.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.91% | 748.27%-733.4pp | 555.15%-540.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $13,372 | $6,914+93.4% | $6,162+117.0% | $4,837+176.4% |
| Participant deferral / active EE | $9,783 | $8,935+9.5% | $8,221+19.0% | $6,341+54.3% |
| Admin fee / account holder | $81 | $14,293-99.4% | $12,045-99.3% | $12,309-99.3% |