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 | $278,913 | $109,327+155.1% | $89,391+212.0% | $158,922+75.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.85% | 345.68%-326.8pp | 245.62%-226.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,917 | $3,170-8.0% | $2,586+12.8% | $4,761-38.7% |
| Participant deferral / active EE | $12,510 | $4,598+172.1% | $3,890+221.6% | $5,982+109.1% |
| Admin fee / account holder | $74 | $6,153-98.8% | $4,881-98.5% | $11,246-99.3% |