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 | $483,492 | $175,202+176.0% | $149,673+223.0% | $139,434+246.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 56.97% | 166.71%-109.7pp | 134.42%-77.4pp | 372.94%-316.0pp |
| Employer contribution / active EE | $21,308 | $5,474+289.2% | $4,818+342.3% | $4,751+348.5% |
| Participant deferral / active EE | $20,484 | $6,519+214.2% | $5,680+260.6% | $6,710+205.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |