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 | $283,332 | $142,344+99.0% | $119,609+136.9% | $134,475+110.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.12% | -12.44%-6.7pp | -14.97%-4.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $5,320 | $5,222+1.9% | $4,232+25.7% | $4,740+12.2% |
| Participant deferral / active EE | $3,981 | $6,469-38.5% | $5,602-28.9% | $6,400-37.8% |
| Admin fee / account holder | $50 | $13,584-99.6% | $10,323-99.5% | $11,426-99.6% |