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 | $271,379 | $157,256+72.6% | $141,162+92.2% | $152,861+77.5% |
| Participation rate | 77.3% | 84.8%-7.5pp | 82.5%-5.2pp | 82.4%-5.2pp |
| Annual return | 24.19% | 64.32%-40.1pp | 71.39%-47.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,872 | $5,261-64.4% | $4,735-60.5% | $4,762-60.7% |
| Participant deferral / active EE | $7,488 | $7,109+5.3% | $6,709+11.6% | $5,850+28.0% |
| Admin fee / account holder | $176 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |