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 | $260,442 | $114,381+127.7% | $107,525+142.2% | $142,382+82.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 34.82% | 242.71%-207.9pp | 181.32%-146.5pp | 217.08%-182.3pp |
| Employer contribution / active EE | $2,160 | $4,015-46.2% | $3,754-42.5% | $4,299-49.8% |
| Participant deferral / active EE | $24,000 | $5,564+331.3% | $5,116+369.2% | $6,507+268.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |