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 6-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 | $254,495 | $87,540+190.7% | $75,781+235.8% | $125,391+103.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.46% | 13.48%-16.9pp | 9.68%-13.1pp | 282.22%-285.7pp |
| Employer contribution / active EE | $2,125 | $3,930-45.9% | $3,323-36.1% | $4,866-56.3% |
| Participant deferral / active EE | $10,414 | $4,229+146.3% | $3,651+185.2% | $5,352+94.6% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |