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 9-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 | $671,612 | $185,822+261.4% | $169,993+295.1% | $139,434+381.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.78% | 60.50%-40.7pp | 53.37%-33.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $10,931 | $7,590+44.0% | $6,785+61.1% | $4,751+130.1% |
| Participant deferral / active EE | $16,623 | $11,622+43.0% | $10,408+59.7% | $6,710+147.7% |
| Admin fee / account holder | $63 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |