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 | $255,757 | $190,805+34.0% | $159,960+59.9% | $134,475+90.2% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -18.33% | 552.23%-570.6pp | 408.60%-426.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,994 | $4,995-20.0% | $4,226-5.5% | $4,740-15.7% |
| Participant deferral / active EE | $17,515 | $6,923+153.0% | $6,182+183.3% | $6,400+173.7% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |