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 | $344,378 | $95,862+259.2% | $79,550+332.9% | $134,475+156.1% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -17.35% | -2.69%-14.7pp | 0.16%-17.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,157 | $3,128+0.9% | $2,413+30.8% | $4,740-33.4% |
| Participant deferral / active EE | $3,259 | $4,693-30.6% | $3,985-18.2% | $6,400-49.1% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |