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 7-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 | $405,949 | $214,378+89.4% | $200,582+102.4% | $142,382+185.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 27.56% | 46.41%-18.8pp | 42.33%-14.8pp | 217.08%-189.5pp |
| Employer contribution / active EE | $27,600 | $6,841+303.4% | $6,419+330.0% | $4,299+542.0% |
| Participant deferral / active EE | $7,700 | $9,865-21.9% | $9,331-17.5% | $6,507+18.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |