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 | $405,440 | $177,572+128.3% | $154,803+161.9% | $142,382+184.8% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 14.22% | 65.07%-50.8pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $8,913 | $4,810+85.3% | $4,305+107.0% | $4,299+107.3% |
| Participant deferral / active EE | $10,201 | $6,272+62.7% | $5,540+84.1% | $6,507+56.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |