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 8-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 | $354,418 | $99,877+254.9% | $84,966+317.1% | $145,922+142.9% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 37.76% | 83.76%-46.0pp | 66.38%-28.6pp | 561.29%-523.5pp |
| Employer contribution / active EE | $1,320 | $3,231-59.2% | $2,727-51.6% | $4,660-71.7% |
| Participant deferral / active EE | $6,127 | $5,291+15.8% | $4,519+35.6% | $6,688-8.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |