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 | $703,081 | $185,822+278.4% | $169,993+313.6% | $139,434+404.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.58% | 60.50%-48.9pp | 53.37%-41.8pp | 372.94%-361.4pp |
| Employer contribution / active EE | $34,625 | $7,590+356.2% | $6,785+410.3% | $4,751+628.8% |
| Participant deferral / active EE | $16,088 | $11,622+38.4% | $10,408+54.6% | $6,710+139.7% |
| Admin fee / account holder | $40 | $15,381-99.7% | $12,815-99.7% | $11,403-99.6% |