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 | $294,553 | $165,335+78.2% | $149,696+96.8% | $158,922+85.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.13% | 348.15%-324.0pp | 276.60%-252.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $34,859 | $5,103+583.1% | $4,644+650.6% | $4,761+632.2% |
| Participant deferral / active EE | $24,486 | $7,181+241.0% | $6,842+257.9% | $5,982+309.3% |
| Admin fee / account holder | $60 | $10,807-99.4% | $9,309-99.4% | $11,246-99.5% |