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 | $273,494 | $96,484+183.5% | $75,886+260.4% | $152,861+78.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.3%+14.1pp | 82.4%+0.9pp |
| Annual return | 23.38% | 33.98%-10.6pp | 30.76%-7.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $17,348 | $3,309+424.2% | $2,500+593.8% | $4,762+264.3% |
| Participant deferral / active EE | $9,257 | $4,553+103.3% | $3,603+156.9% | $5,850+58.2% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |