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 | $368,720 | $201,272+83.2% | $184,203+100.2% | $145,922+152.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 54.33% | 29.00%+25.3pp | 28.81%+25.5pp | 561.29%-507.0pp |
| Employer contribution / active EE | $24,923 | $7,022+254.9% | $6,427+287.8% | $4,660+434.9% |
| Participant deferral / active EE | $16,000 | $9,806+63.2% | $9,131+75.2% | $6,688+139.2% |
| Admin fee / account holder | $4 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |