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 | $335,417 | $97,757+243.1% | $83,848+300.0% | $135,375+147.8% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -8.26% | 1287.37%-1295.6pp | 850.88%-859.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $4,361 | $4,222+3.3% | $3,631+20.1% | $4,779-8.7% |
| Participant deferral / active EE | $11,873 | $4,682+153.6% | $4,082+190.9% | $5,609+111.7% |
| Admin fee / account holder | $82 | $6,674-98.8% | $5,478-98.5% | $10,827-99.2% |