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 | $529,508 | $105,860+400.2% | $90,749+483.5% | $134,475+293.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.46% | -11.01%-5.5pp | -12.16%-4.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $11,959 | $3,462+245.4% | $2,921+309.4% | $4,740+152.3% |
| Participant deferral / active EE | $7,213 | $5,216+38.3% | $4,564+58.0% | $6,400+12.7% |
| Admin fee / account holder | $283 | $13,938-98.0% | $8,445-96.7% | $11,426-97.5% |