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 | $399,793 | $86,699+361.1% | $73,307+445.4% | $125,391+218.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.50% | 2.78%-2.3pp | 5.67%-5.2pp | 282.22%-281.7pp |
| Employer contribution / active EE | $3,824 | $4,152-7.9% | $3,237+18.1% | $4,866-21.4% |
| Participant deferral / active EE | $7,775 | $5,550+40.1% | $4,991+55.8% | $5,352+45.3% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |