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 | $284,500 | $214,378+32.7% | $200,582+41.8% | $142,382+99.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.69% | 46.41%-28.7pp | 42.33%-24.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,969 | $6,841-27.4% | $6,419-22.6% | $4,299+15.6% |
| Participant deferral / active EE | $15,505 | $9,865+57.2% | $9,331+66.2% | $6,507+138.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |