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 9-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 | $295,547 | $159,602+85.2% | $150,045+97.0% | $142,382+107.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 18.59% | 70.24%-51.6pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $9,351 | $4,961+88.5% | $4,693+99.2% | $4,299+117.5% |
| Participant deferral / active EE | $14,632 | $8,310+76.1% | $7,997+83.0% | $6,507+124.9% |
| Admin fee / account holder | $19 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |