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 3-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 | $783,643 | $214,378+265.5% | $200,582+290.7% | $142,382+450.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.62% | 46.41%-23.8pp | 42.33%-19.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $22,899 | $6,841+234.7% | $6,419+256.7% | $4,299+432.6% |
| Participant deferral / active EE | $19,104 | $9,865+93.7% | $9,331+104.7% | $6,507+193.6% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |