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 6-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 | $266,337 | $214,378+24.2% | $200,582+32.8% | $142,382+87.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 28.07% | 46.41%-18.3pp | 42.33%-14.3pp | 217.08%-189.0pp |
| Employer contribution / active EE | $20,022 | $6,841+192.7% | $6,419+211.9% | $4,299+365.7% |
| Participant deferral / active EE | $17,785 | $9,865+80.3% | $9,331+90.6% | $6,507+173.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |