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 9-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 | $316,397 | $102,616+208.3% | $81,983+285.9% | $158,922+99.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.47% | 61.04%-47.6pp | 41.31%-27.8pp | 302.83%-289.4pp |
| Employer contribution / active EE | $16,615 | $3,240+412.8% | $2,498+565.1% | $4,761+249.0% |
| Participant deferral / active EE | $15,655 | $4,648+236.8% | $3,722+320.6% | $5,982+161.7% |
| Admin fee / account holder | $30 | $8,235-99.6% | $5,664-99.5% | $11,246-99.7% |