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 5-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 | $280,646 | $214,378+30.9% | $200,582+39.9% | $142,382+97.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.32% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $21,000 | $6,841+207.0% | $6,419+227.2% | $4,299+388.5% |
| Participant deferral / active EE | $32,059 | $9,865+225.0% | $9,331+243.6% | $6,507+392.7% |
| Admin fee / account holder | $11 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |