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 | $296,533 | $149,679+98.1% | $117,039+153.4% | $147,584+100.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 31.78% | 19.31%+12.5pp | 18.95%+12.8pp | 578.55%-546.8pp |
| Employer contribution / active EE | $5,704 | $4,937+15.5% | $3,785+50.7% | $4,876+17.0% |
| Participant deferral / active EE | $17,412 | $4,912+254.5% | $3,929+343.1% | $5,439+220.2% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |