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 7-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 | $298,274 | $185,822+60.5% | $169,993+75.5% | $139,434+113.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.46% | 60.50%-40.0pp | 53.37%-32.9pp | 372.94%-352.5pp |
| Employer contribution / active EE | $7,811 | $7,590+2.9% | $6,785+15.1% | $4,751+64.4% |
| Participant deferral / active EE | $16,761 | $11,622+44.2% | $10,408+61.0% | $6,710+149.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |