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 | $381,548 | $211,958+80.0% | $169,463+125.2% | $135,375+181.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.15% | 3.26%-7.4pp | 1.83%-6.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $5,952 | $5,120+16.3% | $4,159+43.1% | $4,779+24.6% |
| Participant deferral / active EE | $6,258 | $6,075+3.0% | $5,277+18.6% | $5,609+11.6% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |