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 9-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 | $1,651,724 | $90,600+1723.1% | $79,464+1978.6% | $135,375+1120.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 61.32% | 977.43%-916.1pp | 718.14%-656.8pp | 519.73%-458.4pp |
| Employer contribution / active EE | $1,746 | $3,068-43.1% | $2,800-37.7% | $4,779-63.5% |
| Participant deferral / active EE | $2,546 | $4,050-37.2% | $3,704-31.3% | $5,609-54.6% |
| Admin fee / account holder | $69 | $5,907-98.8% | $5,113-98.7% | $10,827-99.4% |