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 | $638,118 | $185,822+243.4% | $169,993+275.4% | $139,434+357.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 82.97% | 60.50%+22.5pp | 53.37%+29.6pp | 372.94%-290.0pp |
| Employer contribution / active EE | $19,577 | $7,590+157.9% | $6,785+188.5% | $4,751+312.1% |
| Participant deferral / active EE | $16,013 | $11,622+37.8% | $10,408+53.9% | $6,710+138.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |