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 3-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 | $435,875 | $148,534+193.5% | $135,903+220.7% | $139,434+212.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,114 | $5,243-40.6% | $4,856-35.9% | $4,751-34.5% |
| Participant deferral / active EE | $4,662 | $8,100-42.4% | $7,758-39.9% | $6,710-30.5% |
| Admin fee / account holder | $212 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |