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 | $313,475 | $202,432+54.9% | $169,368+85.1% | $139,434+124.8% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 30.40% | 531.74%-501.3pp | 405.60%-375.2pp | 372.94%-342.5pp |
| Employer contribution / active EE | $2,272 | $4,692-51.6% | $4,013-43.4% | $4,751-52.2% |
| Participant deferral / active EE | $2,811 | $6,938-59.5% | $6,221-54.8% | $6,710-58.1% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |