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 | $996,513 | $176,056+466.0% | $159,436+525.0% | $167,490+495.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.69% | 331.75%-313.1pp | 263.57%-244.9pp | 478.56%-459.9pp |
| Employer contribution / active EE | $17,155 | $5,297+223.9% | $4,829+255.2% | $4,837+254.6% |
| Participant deferral / active EE | $23,298 | $7,750+200.6% | $7,352+216.9% | $6,341+267.4% |
| Admin fee / account holder | $83 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |