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 4-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 | $441,402 | $214,378+105.9% | $200,582+120.1% | $142,382+210.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.87% | 46.41%-28.5pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $33,354 | $6,841+387.5% | $6,419+419.6% | $4,299+675.8% |
| Participant deferral / active EE | $17,907 | $9,865+81.5% | $9,331+91.9% | $6,507+175.2% |
| Admin fee / account holder | $33 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |