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 | $484,652 | $133,958+261.8% | $112,228+331.8% | $134,475+260.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.95% | 47.11%-58.1pp | 27.45%-38.4pp | 417.96%-428.9pp |
| Employer contribution / active EE | $19,802 | $4,038+390.4% | $3,635+444.8% | $4,740+317.8% |
| Participant deferral / active EE | $27,000 | $5,291+410.3% | $4,728+471.1% | $6,400+321.9% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |