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 | $301,806 | $209,336+44.2% | $197,124+53.1% | $137,256+119.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.02% | 48.09%-31.1pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,991 | $6,591-24.3% | $6,227-19.9% | $4,156+20.1% |
| Participant deferral / active EE | $17,500 | $9,614+82.0% | $9,135+91.6% | $6,407+173.1% |
| Admin fee / account holder | $170 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |