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 | $859,815 | $177,572+384.2% | $154,803+455.4% | $142,382+503.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 25.71% | 65.07%-39.4pp | 58.88%-33.2pp | 217.08%-191.4pp |
| Employer contribution / active EE | $2,061 | $4,810-57.2% | $4,305-52.1% | $4,299-52.1% |
| Participant deferral / active EE | $4,531 | $6,272-27.8% | $5,540-18.2% | $6,507-30.4% |
| Admin fee / account holder | $17 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |