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 | $251,627 | $167,484+50.2% | $151,611+66.0% | $134,475+87.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.93% | 7.80%-21.7pp | 3.33%-17.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,166 | $6,829-68.3% | $6,166-64.9% | $4,740-54.3% |
| Participant deferral / active EE | $4,581 | $8,986-49.0% | $8,363-45.2% | $6,400-28.4% |
| Admin fee / account holder | $34 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |