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 5-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 | $409,080 | $179,726+127.6% | $156,263+161.8% | $142,382+187.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.00% | 77.86%-60.9pp | 59.47%-42.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $46,000 | $5,069+807.4% | $4,333+961.6% | $4,299+970.0% |
| Participant deferral / active EE | $30,240 | $6,956+334.7% | $6,158+391.0% | $6,507+364.7% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |