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 | $258,653 | $114,381+126.1% | $107,525+140.6% | $142,382+81.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.09% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $6,460 | $4,015+60.9% | $3,754+72.1% | $4,299+50.3% |
| Participant deferral / active EE | $28,000 | $5,564+403.2% | $5,116+447.3% | $6,507+330.3% |
| Admin fee / account holder | $255 | $9,860-97.4% | $8,919-97.1% | $12,624-98.0% |