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 | $533,695 | $197,591+170.1% | $177,821+200.1% | $158,922+235.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.67% | 58.76%-41.1pp | 48.32%-30.7pp | 302.83%-285.2pp |
| Employer contribution / active EE | $6,878 | $6,697+2.7% | $5,918+16.2% | $4,761+44.5% |
| Participant deferral / active EE | $12,810 | $8,405+52.4% | $7,714+66.1% | $5,982+114.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |