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 | $265,778 | $214,378+24.0% | $200,582+32.5% | $142,382+86.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.45% | 46.41%-25.0pp | 42.33%-20.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $16,660 | $6,841+143.5% | $6,419+159.5% | $4,299+287.5% |
| Participant deferral / active EE | $16,540 | $9,865+67.7% | $9,331+77.3% | $6,507+154.2% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |