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 | $253,662 | $105,860+139.6% | $90,749+179.5% | $134,475+88.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -13.50% | -11.01%-2.5pp | -12.16%-1.3pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,955 | $3,462-43.5% | $2,921-33.1% | $4,740-58.7% |
| Participant deferral / active EE | $7,199 | $5,216+38.0% | $4,564+57.7% | $6,400+12.5% |
| Admin fee / account holder | $229 | $13,938-98.4% | $8,445-97.3% | $11,426-98.0% |