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 8-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 | $253,583 | $178,174+42.3% | $156,181+62.4% | $137,256+84.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.30% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $13,958 | $4,972+180.7% | $4,294+225.1% | $4,156+235.8% |
| Participant deferral / active EE | $9,080 | $6,888+31.8% | $6,132+48.1% | $6,407+41.7% |
| Admin fee / account holder | $125 | $17,404-99.3% | $14,586-99.1% | $12,270-99.0% |