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 | $795,481 | $209,832+279.1% | $189,513+319.8% | $167,490+374.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.39% | 748.27%-736.9pp | 555.15%-543.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $8,494 | $6,914+22.9% | $6,162+37.9% | $4,837+75.6% |
| Participant deferral / active EE | $17,225 | $8,935+92.8% | $8,221+109.5% | $6,341+171.6% |
| Admin fee / account holder | $38 | $14,293-99.7% | $12,045-99.7% | $12,309-99.7% |