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 | $578,265 | $202,432+185.7% | $169,368+241.4% | $139,434+314.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.69% | 531.74%-513.0pp | 405.60%-386.9pp | 372.94%-354.3pp |
| Employer contribution / active EE | $5,882 | $4,692+25.3% | $4,013+46.6% | $4,751+23.8% |
| Participant deferral / active EE | $17,322 | $6,938+149.7% | $6,221+178.4% | $6,710+158.1% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |