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 | $340,394 | $90,519+276.0% | $93,789+262.9% | $134,475+153.1% |
| Participation rate | 72.7% | 82.0%-9.2pp | 81.0%-8.2pp | 81.2%-8.5pp |
| Annual return | -15.52% | -15.72%+0.2pp | -11.33%-4.2pp | 417.96%-433.5pp |
| Employer contribution / active EE | $17,784 | $4,343+309.5% | $4,323+311.4% | $4,740+275.2% |
| Participant deferral / active EE | $10,435 | $5,978+74.5% | $6,094+71.2% | $6,400+63.1% |
| Admin fee / account holder | $38 | $9,252-99.6% | $7,195-99.5% | $11,426-99.7% |