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 10-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 | $340,754 | $138,065+146.8% | $123,544+175.8% | $135,375+151.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -4.86% | 153.68%-158.5pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,403 | $5,151-14.5% | $4,628-4.9% | $4,779-7.9% |
| Participant deferral / active EE | $11,908 | $6,799+75.1% | $6,426+85.3% | $5,609+112.3% |
| Admin fee / account holder | -$548 | $10,916-105.0% | $9,284-105.9% | $10,827-105.1% |