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 | $772,887 | $140,588+449.8% | $123,104+527.8% | $125,391+516.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.03% | 16.80%-19.8pp | 13.22%-16.2pp | 282.22%-285.3pp |
| Employer contribution / active EE | $29,167 | $6,041+382.8% | $5,151+466.2% | $4,866+499.4% |
| Participant deferral / active EE | $24,000 | $6,980+243.8% | $6,230+285.3% | $5,352+348.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |