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 | $262,848 | $108,919+141.3% | $100,391+161.8% | $145,922+80.1% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 17.61% | 57.88%-40.3pp | 49.20%-31.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,815 | $4,419-36.3% | $3,942-28.6% | $4,660-39.6% |
| Participant deferral / active EE | $7,383 | $8,445-12.6% | $8,082-8.7% | $6,688+10.4% |
| Admin fee / account holder | $290 | $9,689-97.0% | $7,899-96.3% | $13,397-97.8% |