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 | $253,706 | $162,781+55.9% | $133,956+89.4% | $158,922+59.6% |
| Participation rate | 86.7% | 83.2%+3.4pp | 79.8%+6.8pp | 82.0%+4.7pp |
| Annual return | 17.63% | 41.94%-24.3pp | 45.09%-27.5pp | 302.83%-285.2pp |
| Employer contribution / active EE | $3,121 | $4,975-37.3% | $3,919-20.3% | $4,761-34.4% |
| Participant deferral / active EE | $9,628 | $5,911+62.9% | $5,048+90.7% | $5,982+60.9% |
| Admin fee / account holder | $51 | $11,736-99.6% | $8,927-99.4% | $11,246-99.5% |