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 | $326,446 | $167,484+94.9% | $151,611+115.3% | $134,475+142.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.20% | 7.80%-22.0pp | 3.33%-17.5pp | 417.96%-432.2pp |
| Employer contribution / active EE | $29,190 | $6,829+327.4% | $6,166+373.4% | $4,740+515.9% |
| Participant deferral / active EE | $21,670 | $8,986+141.2% | $8,363+159.1% | $6,400+238.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |