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 | $312,782 | $183,963+70.0% | $162,163+92.9% | $152,861+104.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 762.12% | 150.76%+611.4pp | 115.59%+646.5pp | 345.32%+416.8pp |
| Employer contribution / active EE | $22,100 | $6,371+246.9% | $5,614+293.7% | $4,762+364.1% |
| Participant deferral / active EE | $19,371 | $8,034+141.1% | $7,298+165.4% | $5,850+231.1% |
| Admin fee / account holder | $246 | $13,121-98.1% | $10,843-97.7% | $11,596-97.9% |