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 | $362,526 | $90,348+301.3% | $75,972+377.2% | $145,922+148.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.30% | 620.88%-603.6pp | 359.55%-342.2pp | 561.29%-544.0pp |
| Employer contribution / active EE | $19,829 | $3,311+498.9% | $2,685+638.5% | $4,660+325.5% |
| Participant deferral / active EE | $12,998 | $5,162+151.8% | $4,255+205.4% | $6,688+94.4% |
| Admin fee / account holder | $17 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |