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 | $434,533 | $209,336+107.6% | $197,124+120.4% | $137,256+216.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.09% | 48.09%-29.0pp | 44.34%-25.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $31,765 | $6,591+382.0% | $6,227+410.1% | $4,156+664.3% |
| Participant deferral / active EE | $15,627 | $9,614+62.5% | $9,135+71.1% | $6,407+143.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |