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 | $607,978 | $175,202+247.0% | $149,673+306.2% | $139,434+336.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.89% | 166.71%-149.8pp | 134.42%-117.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $9,261 | $5,474+69.2% | $4,818+92.2% | $4,751+94.9% |
| Participant deferral / active EE | $9,514 | $6,519+45.9% | $5,680+67.5% | $6,710+41.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |