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 7-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 | $251,196 | $175,202+43.4% | $149,673+67.8% | $139,434+80.2% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 21.08% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,677 | $5,474-69.4% | $4,818-65.2% | $4,751-64.7% |
| Participant deferral / active EE | $6,883 | $6,519+5.6% | $5,680+21.2% | $6,710+2.6% |
| Admin fee / account holder | $71 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |