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 8-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 | $264,632 | $159,602+65.8% | $150,045+76.4% | $142,382+85.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 40.76% | 70.24%-29.5pp | 62.55%-21.8pp | 217.08%-176.3pp |
| Employer contribution / active EE | $4,432 | $4,961-10.7% | $4,693-5.6% | $4,299+3.1% |
| Participant deferral / active EE | $13,344 | $8,310+60.6% | $7,997+66.9% | $6,507+105.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |