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 | $489,752 | $159,602+206.9% | $150,045+226.4% | $142,382+244.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.24% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $22,529 | $4,961+354.2% | $4,693+380.1% | $4,299+424.0% |
| Participant deferral / active EE | $18,417 | $8,310+121.6% | $7,997+130.3% | $6,507+183.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |