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 4-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 | $393,506 | $179,726+118.9% | $156,263+151.8% | $142,382+176.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.91% | 77.86%-66.9pp | 59.47%-48.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $38,169 | $5,069+653.0% | $4,333+780.9% | $4,299+787.8% |
| Participant deferral / active EE | $32,875 | $6,956+372.6% | $6,158+433.8% | $6,507+405.2% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |