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 | $282,112 | $197,591+42.8% | $177,821+58.6% | $158,922+77.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 107.36% | 58.76%+48.6pp | 48.32%+59.0pp | 302.83%-195.5pp |
| Employer contribution / active EE | $4,907 | $6,697-26.7% | $5,918-17.1% | $4,761+3.1% |
| Participant deferral / active EE | $17,303 | $8,405+105.9% | $7,714+124.3% | $5,982+189.2% |
| Admin fee / account holder | $139 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |