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 | $450,533 | $228,332+97.3% | $185,823+142.5% | $158,922+183.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.31% | 40.80%-19.5pp | 35.95%-14.6pp | 302.83%-281.5pp |
| Employer contribution / active EE | $16,701 | $4,967+236.3% | $4,087+308.6% | $4,761+250.8% |
| Participant deferral / active EE | $9,350 | $6,415+45.8% | $5,632+66.0% | $5,982+56.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |