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 | $565,122 | $159,602+254.1% | $150,045+276.6% | $142,382+296.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.39% | 70.24%-49.8pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $15,333 | $4,961+209.1% | $4,693+226.7% | $4,299+256.7% |
| Participant deferral / active EE | $10,083 | $8,310+21.3% | $7,997+26.1% | $6,507+55.0% |
| Admin fee / account holder | $251 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |