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 8-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 | $261,339 | $185,822+40.6% | $169,993+53.7% | $139,434+87.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.20% | 60.50%-42.3pp | 53.37%-35.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $3,698 | $7,590-51.3% | $6,785-45.5% | $4,751-22.2% |
| Participant deferral / active EE | $15,284 | $11,622+31.5% | $10,408+46.9% | $6,710+127.8% |
| Admin fee / account holder | $98 | $15,381-99.4% | $12,815-99.2% | $11,403-99.1% |