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 | $250,598 | $177,572+41.1% | $154,803+61.9% | $142,382+76.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 16.18% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $6,277 | $4,810+30.5% | $4,305+45.8% | $4,299+46.0% |
| Participant deferral / active EE | $21,033 | $6,272+235.4% | $5,540+279.6% | $6,507+223.2% |
| Admin fee / account holder | $214 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |