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 | $458,143 | $167,484+173.5% | $151,611+202.2% | $134,475+240.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -11.60% | 7.80%-19.4pp | 3.33%-14.9pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,597 | $6,829-76.6% | $6,166-74.1% | $4,740-66.3% |
| Participant deferral / active EE | $14,284 | $8,986+59.0% | $8,363+70.8% | $6,400+123.2% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |