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 | $430,113 | $175,202+145.5% | $149,673+187.4% | $139,434+208.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.52% | 166.71%-141.2pp | 134.42%-108.9pp | 372.94%-347.4pp |
| Employer contribution / active EE | $6,542 | $5,474+19.5% | $4,818+35.8% | $4,751+37.7% |
| Participant deferral / active EE | $8,821 | $6,519+35.3% | $5,680+55.3% | $6,710+31.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |