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 5-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 | $727,488 | $100,773+621.9% | $88,946+717.9% | $142,382+410.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.03% | 70.18%-52.2pp | 57.82%-39.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $7,209 | $2,918+147.1% | $2,555+182.1% | $4,299+67.7% |
| Participant deferral / active EE | $27,292 | $5,230+421.8% | $4,581+495.7% | $6,507+319.4% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |