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 6-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 | $312,900 | $114,381+173.6% | $107,525+191.0% | $142,382+119.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.90% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $6,579 | $4,015+63.9% | $3,754+75.3% | $4,299+53.0% |
| Participant deferral / active EE | $14,222 | $5,564+155.6% | $5,116+178.0% | $6,507+118.6% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |