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 | $326,865 | $209,411+56.1% | $178,490+83.1% | $158,922+105.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.09% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.7pp |
| Employer contribution / active EE | $19,868 | $5,706+248.2% | $5,011+296.5% | $4,761+317.3% |
| Participant deferral / active EE | $14,625 | $5,954+145.6% | $5,202+181.2% | $5,982+144.5% |
| Admin fee / account holder | $72 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |