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 | $615,476 | $106,584+477.5% | $101,326+507.4% | $142,382+332.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.00% | 36.93%-16.9pp | 36.82%-16.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $39,375 | $3,956+895.3% | $3,665+974.3% | $4,299+815.9% |
| Participant deferral / active EE | $16,767 | $8,297+102.1% | $7,994+109.7% | $6,507+157.7% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |