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 | $214,378+40.8% | $200,582+50.5% | $142,382+112.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.02% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,991 | $6,841-27.0% | $6,419-22.2% | $4,299+16.1% |
| Participant deferral / active EE | $17,500 | $9,865+77.4% | $9,331+87.5% | $6,507+168.9% |
| Admin fee / account holder | $170 | $17,692-99.0% | $16,305-99.0% | $12,624-98.7% |