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 8-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 | $334,271 | $177,572+88.2% | $154,803+115.9% | $142,382+134.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.29% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $17,894 | $4,810+272.0% | $4,305+315.6% | $4,299+316.2% |
| Participant deferral / active EE | $26,878 | $6,272+328.6% | $5,540+385.1% | $6,507+313.0% |
| Admin fee / account holder | $239 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |