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 7-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 | $346,271 | $167,307+107.0% | $143,757+140.9% | $134,475+157.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.64% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $6,992 | $5,619+24.4% | $4,951+41.2% | $4,740+47.5% |
| Participant deferral / active EE | $6,304 | $6,446-2.2% | $5,637+11.8% | $6,400-1.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |