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 | $727,810 | $209,411+247.6% | $178,490+307.8% | $158,922+358.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.19% | 188.75%-159.6pp | 151.07%-121.9pp | 302.83%-273.6pp |
| Employer contribution / active EE | $17,646 | $5,706+209.2% | $5,011+252.2% | $4,761+270.6% |
| Participant deferral / active EE | $11,442 | $5,954+92.2% | $5,202+120.0% | $5,982+91.3% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |