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 | $668,700 | $148,534+350.2% | $135,903+392.0% | $139,434+379.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.76% | 79.19%-56.4pp | 68.23%-45.5pp | 372.94%-350.2pp |
| Employer contribution / active EE | $7,391 | $5,243+41.0% | $4,856+52.2% | $4,751+55.6% |
| Participant deferral / active EE | $20,400 | $8,100+151.8% | $7,758+163.0% | $6,710+204.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |