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 9-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 | $344,775 | $100,754+242.2% | $86,677+297.8% | $134,475+156.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.64% | 29.04%-48.7pp | 35.91%-55.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $16,206 | $3,489+364.5% | $2,836+471.4% | $4,740+241.9% |
| Participant deferral / active EE | $11,467 | $5,338+114.8% | $4,656+146.3% | $6,400+79.2% |
| Admin fee / account holder | $22 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |