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 | $347,516 | $106,584+226.0% | $101,326+243.0% | $142,382+144.1% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 60.69% | 36.93%+23.8pp | 36.82%+23.9pp | 217.08%-156.4pp |
| Employer contribution / active EE | $2,146 | $3,956-45.7% | $3,665-41.4% | $4,299-50.1% |
| Participant deferral / active EE | $4,776 | $8,297-42.4% | $7,994-40.2% | $6,507-26.6% |
| Admin fee / account holder | $94 | $11,446-99.2% | $11,185-99.2% | $12,624-99.3% |