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 3-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 | $328,648 | $177,572+85.1% | $154,803+112.3% | $142,382+130.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.05% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $14,283 | $4,810+196.9% | $4,305+231.7% | $4,299+232.2% |
| Participant deferral / active EE | $17,712 | $6,272+182.4% | $5,540+219.7% | $6,507+172.2% |
| Admin fee / account holder | $134 | $16,786-99.2% | $14,329-99.1% | $12,624-98.9% |