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 | $264,545 | $154,117+71.7% | $129,995+103.5% | $139,434+89.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.78% | 32.48%-17.7pp | -137.18%+152.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,605 | $5,289-50.8% | $4,320-39.7% | $4,751-45.2% |
| Participant deferral / active EE | $14,461 | $6,710+115.5% | $5,820+148.5% | $6,710+115.5% |
| Admin fee / account holder | $3 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |