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 7-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 | $255,041 | $101,069+152.3% | $81,478+213.0% | $147,584+72.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 14.29% | 32.40%-18.1pp | 38.78%-24.5pp | 578.55%-564.3pp |
| Employer contribution / active EE | $6,507 | $3,205+103.0% | $2,568+153.4% | $4,876+33.4% |
| Participant deferral / active EE | $15,385 | $4,242+262.7% | $3,537+335.0% | $5,439+182.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |