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 | $267,305 | $138,065+93.6% | $123,544+116.4% | $135,375+97.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -3.29% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,931 | $5,151-43.1% | $4,628-36.7% | $4,779-38.7% |
| Participant deferral / active EE | $9,247 | $6,799+36.0% | $6,426+43.9% | $5,609+64.9% |
| Admin fee / account holder | -$620 | $10,916-105.7% | $9,284-106.7% | $10,827-105.7% |