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 | $741,773 | $177,572+317.7% | $154,803+379.2% | $142,382+421.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 280.39% | 65.07%+215.3pp | 58.88%+221.5pp | 217.08%+63.3pp |
| Employer contribution / active EE | $3,436 | $4,810-28.6% | $4,305-20.2% | $4,299-20.1% |
| Participant deferral / active EE | $2,893 | $6,272-53.9% | $5,540-47.8% | $6,507-55.5% |
| Admin fee / account holder | $36 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |