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 | $545,827 | $209,832+160.1% | $189,513+188.0% | $167,490+225.9% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 26.44% | 748.27%-721.8pp | 555.15%-528.7pp | 478.56%-452.1pp |
| Employer contribution / active EE | $13,512 | $6,914+95.4% | $6,162+119.3% | $4,837+179.3% |
| Participant deferral / active EE | $7,858 | $8,935-12.1% | $8,221-4.4% | $6,341+23.9% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |