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 | $271,450 | $135,635+100.1% | $110,238+146.2% | $135,375+100.5% |
| Participation rate | 87.0% | 83.5%+3.5pp | 79.8%+7.1pp | 82.6%+4.3pp |
| Annual return | -5.74% | 513.19%-518.9pp | 314.74%-320.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $5,473 | $4,906+11.5% | $3,826+43.0% | $4,779+14.5% |
| Participant deferral / active EE | $8,633 | $5,506+56.8% | $4,672+84.8% | $5,609+53.9% |
| Admin fee / account holder | $296 | $11,457-97.4% | $8,547-96.5% | $10,827-97.3% |