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 9-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 | $321,466 | $159,602+101.4% | $150,045+114.2% | $142,382+125.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.16% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $35,000 | $4,961+605.6% | $4,693+645.8% | $4,299+714.1% |
| Participant deferral / active EE | $16,548 | $8,310+99.1% | $7,997+106.9% | $6,507+154.3% |
| Admin fee / account holder | $147 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |