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 8-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 | $360,772 | $202,432+78.2% | $169,368+113.0% | $139,434+158.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.22% | 531.74%-514.5pp | 405.60%-388.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $18,269 | $4,692+289.3% | $4,013+355.3% | $4,751+284.5% |
| Participant deferral / active EE | $30,705 | $6,938+342.6% | $6,221+393.5% | $6,710+357.6% |
| Admin fee / account holder | $5 | $10,708-100.0% | $9,003-99.9% | $11,403-100.0% |