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 | $776,980 | $97,125+700.0% | $86,233+801.0% | $137,256+466.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.13% | 74.19%-58.1pp | 61.39%-45.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $40,007 | $2,841+1308.1% | $2,504+1497.5% | $4,156+862.6% |
| Participant deferral / active EE | $21,179 | $5,180+308.9% | $4,559+364.5% | $6,407+230.6% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |