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 6-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 | $883,999 | $148,534+495.1% | $135,903+550.5% | $139,434+534.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.61% | 79.19%-54.6pp | 68.23%-43.6pp | 372.94%-348.3pp |
| Employer contribution / active EE | $11,298 | $5,243+115.5% | $4,856+132.7% | $4,751+137.8% |
| Participant deferral / active EE | $13,519 | $8,100+66.9% | $7,758+74.3% | $6,710+101.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |