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 | $312,402 | $179,726+73.8% | $156,263+99.9% | $142,382+119.4% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 16.47% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,738 | $5,069-46.0% | $4,333-36.8% | $4,299-36.3% |
| Participant deferral / active EE | $13,278 | $6,956+90.9% | $6,158+115.6% | $6,507+104.1% |
| Admin fee / account holder | $19 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |