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 | $383,261 | $197,591+94.0% | $177,821+115.5% | $158,922+141.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.29% | 58.76%-44.5pp | 48.32%-34.0pp | 302.83%-288.5pp |
| Employer contribution / active EE | $33,319 | $6,697+397.5% | $5,918+463.0% | $4,761+599.8% |
| Participant deferral / active EE | $20,987 | $8,405+149.7% | $7,714+172.1% | $5,982+250.8% |
| Admin fee / account holder | $110 | $15,399-99.3% | $12,427-99.1% | $11,246-99.0% |