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 | $615,253 | $183,519+235.3% | $155,509+295.6% | $145,922+321.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.13% | 61.17%-44.0pp | 64.67%-47.5pp | 561.29%-544.2pp |
| Employer contribution / active EE | $21,455 | $5,313+303.8% | $4,672+359.2% | $4,660+360.4% |
| Participant deferral / active EE | $17,933 | $6,462+177.5% | $5,626+218.7% | $6,688+168.2% |
| Admin fee / account holder | $173 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |