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 | $580,716 | $158,817+265.7% | $121,196+379.2% | $135,375+329.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.51% | -0.64%-7.9pp | 16.93%-25.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $28,000 | $5,665+394.3% | $4,022+596.2% | $4,779+485.9% |
| Participant deferral / active EE | $21,000 | $4,005+424.4% | $3,344+527.9% | $5,609+274.4% |
| Admin fee / account holder | $127 | $6,512-98.1% | $5,019-97.5% | $10,827-98.8% |