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 | $403,617 | $138,065+192.3% | $123,544+226.7% | $135,375+198.1% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -4.06% | 153.68%-157.7pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $7,145 | $5,151+38.7% | $4,628+54.4% | $4,779+49.5% |
| Participant deferral / active EE | $7,073 | $6,799+4.0% | $6,426+10.1% | $5,609+26.1% |
| Admin fee / account holder | $54 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |