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 | $592,931 | $167,307+254.4% | $143,757+312.5% | $134,475+340.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.82% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,778 | $5,619-32.8% | $4,951-23.7% | $4,740-20.3% |
| Participant deferral / active EE | $7,003 | $6,446+8.7% | $5,637+24.2% | $6,400+9.4% |
| Admin fee / account holder | $83 | $18,088-99.5% | $14,673-99.4% | $11,426-99.3% |