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 | $255,354 | $217,402+17.5% | $185,823+37.4% | $167,490+52.5% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 17.10% | 148.36%-131.3pp | 122.05%-105.0pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,846 | $5,873-68.6% | $5,167-64.3% | $4,837-61.8% |
| Participant deferral / active EE | $19,099 | $6,356+200.5% | $5,568+243.0% | $6,341+201.2% |
| Admin fee / account holder | $40 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |