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 | $302,514 | $142,344+112.5% | $119,609+152.9% | $134,475+125.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.39% | -12.44%-6.0pp | -14.97%-3.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,634 | $5,222-11.3% | $4,232+9.5% | $4,740-2.2% |
| Participant deferral / active EE | $6,996 | $6,469+8.1% | $5,602+24.9% | $6,400+9.3% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |