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 | $611,673 | $185,822+229.2% | $169,993+259.8% | $139,434+338.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.17% | 60.50%-39.3pp | 53.37%-32.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $13,260 | $7,590+74.7% | $6,785+95.4% | $4,751+179.1% |
| Participant deferral / active EE | $15,900 | $11,622+36.8% | $10,408+52.8% | $6,710+137.0% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |