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 | $699,169 | $183,963+280.1% | $162,163+331.2% | $152,861+357.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 23.67% | 150.76%-127.1pp | 115.59%-91.9pp | 345.32%-321.6pp |
| Employer contribution / active EE | $14,554 | $6,371+128.5% | $5,614+159.3% | $4,762+205.6% |
| Participant deferral / active EE | $15,901 | $8,034+97.9% | $7,298+117.9% | $5,850+171.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |