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 | $759,218 | $214,378+254.1% | $200,582+278.5% | $142,382+433.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.54% | 46.41%-23.9pp | 42.33%-19.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $25,194 | $6,841+268.3% | $6,419+292.5% | $4,299+486.0% |
| Participant deferral / active EE | $16,150 | $9,865+63.7% | $9,331+73.1% | $6,507+148.2% |
| Admin fee / account holder | $18 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |