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 9-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 | $359,708 | $211,958+69.7% | $169,463+112.3% | $135,375+165.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.42% | 3.26%-6.7pp | 1.83%-5.3pp | 519.73%-523.2pp |
| Employer contribution / active EE | $7,409 | $5,120+44.7% | $4,159+78.1% | $4,779+55.0% |
| Participant deferral / active EE | $8,070 | $6,075+32.8% | $5,277+52.9% | $5,609+43.9% |
| Admin fee / account holder | $133 | $11,471-98.8% | $9,109-98.5% | $10,827-98.8% |