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 | $274,817 | $167,307+64.3% | $143,757+91.2% | $134,475+104.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.95% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $7,382 | $5,619+31.4% | $4,951+49.1% | $4,740+55.7% |
| Participant deferral / active EE | $5,187 | $6,446-19.5% | $5,637-8.0% | $6,400-18.9% |
| Admin fee / account holder | $75 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |