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 | $256,955 | $167,307+53.6% | $143,757+78.7% | $134,475+91.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.72% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,038 | $5,619-28.1% | $4,951-18.4% | $4,740-14.8% |
| Participant deferral / active EE | $4,691 | $6,446-27.2% | $5,637-16.8% | $6,400-26.7% |
| Admin fee / account holder | $201 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |