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 | $290,174 | $183,963+57.7% | $162,163+78.9% | $152,861+89.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 32.04% | 150.76%-118.7pp | 115.59%-83.5pp | 345.32%-313.3pp |
| Employer contribution / active EE | $2,000 | $6,371-68.6% | $5,614-64.4% | $4,762-58.0% |
| Participant deferral / active EE | $14,542 | $8,034+81.0% | $7,298+99.3% | $5,850+148.6% |
| Admin fee / account holder | $99 | $13,121-99.2% | $10,843-99.1% | $11,596-99.2% |