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 | $254,769 | $175,600+45.1% | $129,110+97.3% | $134,475+89.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -14.03% | -11.39%-2.6pp | -10.94%-3.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,770 | $6,355-72.1% | $5,052-65.0% | $4,740-62.7% |
| Participant deferral / active EE | $26,250 | $7,975+229.1% | $6,542+301.2% | $6,400+310.2% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |