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 | $255,101 | $209,336+21.9% | $197,124+29.4% | $137,256+85.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 30.23% | 48.09%-17.9pp | 44.34%-14.1pp | 220.34%-190.1pp |
| Employer contribution / active EE | $2,487 | $6,591-62.3% | $6,227-60.1% | $4,156-40.2% |
| Participant deferral / active EE | $20,843 | $9,614+116.8% | $9,135+128.2% | $6,407+225.3% |
| Admin fee / account holder | $57 | $17,308-99.7% | $16,298-99.7% | $12,270-99.5% |