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 5-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 | $341,526 | $172,111+98.4% | $150,298+127.2% | $137,256+148.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.58% | 69.37%-44.8pp | 62.79%-38.2pp | 220.34%-195.8pp |
| Employer contribution / active EE | $43,215 | $4,636+832.1% | $4,154+940.3% | $4,156+939.8% |
| Participant deferral / active EE | $46,500 | $6,166+654.2% | $5,453+752.8% | $6,407+625.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |