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 4-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 | $256,934 | $214,378+19.9% | $200,582+28.1% | $142,382+80.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 13.85% | 46.41%-32.6pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $10,987 | $6,841+60.6% | $6,419+71.2% | $4,299+155.6% |
| Participant deferral / active EE | $13,380 | $9,865+35.6% | $9,331+43.4% | $6,507+105.6% |
| Admin fee / account holder | $2 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |