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 | $724,709 | $176,056+311.6% | $159,436+354.5% | $167,490+332.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.59% | 331.75%-320.2pp | 263.57%-252.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $22,333 | $5,297+321.6% | $4,829+362.4% | $4,837+361.7% |
| Participant deferral / active EE | $6,917 | $7,750-10.7% | $7,352-5.9% | $6,341+9.1% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |