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 | $254,954 | $142,344+79.1% | $119,609+113.2% | $134,475+89.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.91% | -12.44%-5.5pp | -14.97%-2.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,919 | $5,222-63.2% | $4,232-54.6% | $4,740-59.5% |
| Participant deferral / active EE | $5,899 | $6,469-8.8% | $5,602+5.3% | $6,400-7.8% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |