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 | $268,154 | $172,111+55.8% | $150,298+78.4% | $137,256+95.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.16% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $18,884 | $4,636+307.3% | $4,154+354.6% | $4,156+354.4% |
| Participant deferral / active EE | $18,448 | $6,166+199.2% | $5,453+238.3% | $6,407+187.9% |
| Admin fee / account holder | $300 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |