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 6-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 | $275,247 | $228,332+20.5% | $185,823+48.1% | $158,922+73.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.34% | 40.80%-22.5pp | 35.95%-17.6pp | 302.83%-284.5pp |
| Employer contribution / active EE | $21,917 | $4,967+341.3% | $4,087+436.2% | $4,761+360.3% |
| Participant deferral / active EE | $16,652 | $6,415+159.6% | $5,632+195.7% | $5,982+178.4% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |