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 | $594,295 | $202,318+193.7% | $172,739+244.0% | $152,861+288.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.79% | 1029.65%-1006.9pp | 802.84%-780.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $11,952 | $5,856+104.1% | $5,143+132.4% | $4,762+151.0% |
| Participant deferral / active EE | $7,276 | $5,948+22.3% | $5,198+40.0% | $5,850+24.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |