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 10-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 | $358,254 | $214,378+67.1% | $200,582+78.6% | $142,382+151.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.40% | 46.41%-26.0pp | 42.33%-21.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $9,201 | $6,841+34.5% | $6,419+43.3% | $4,299+114.0% |
| Participant deferral / active EE | $166,350 | $9,865+1586.3% | $9,331+1682.7% | $6,507+2456.4% |
| Admin fee / account holder | $188 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |