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 | $602,159 | $183,963+227.3% | $162,163+271.3% | $152,861+293.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.68% | 150.76%-128.1pp | 115.59%-92.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $24,703 | $6,371+287.8% | $5,614+340.0% | $4,762+418.7% |
| Participant deferral / active EE | $13,500 | $8,034+68.0% | $7,298+85.0% | $5,850+130.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |