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 9-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 | $711,174 | $159,602+345.6% | $150,045+374.0% | $142,382+399.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 127.01% | 70.24%+56.8pp | 62.55%+64.5pp | 217.08%-90.1pp |
| Employer contribution / active EE | $11,442 | $4,961+130.7% | $4,693+143.8% | $4,299+166.1% |
| Participant deferral / active EE | $18,446 | $8,310+122.0% | $7,997+130.7% | $6,507+183.5% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |