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 | $332,612 | $167,484+98.6% | $151,611+119.4% | $134,475+147.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 4.18% | 7.80%-3.6pp | 3.33%+0.8pp | 417.96%-413.8pp |
| Employer contribution / active EE | $20,578 | $6,829+201.3% | $6,166+233.7% | $4,740+334.2% |
| Participant deferral / active EE | $10,250 | $8,986+14.1% | $8,363+22.6% | $6,400+60.2% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |