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 | $353,491 | $127,386+177.5% | $115,037+207.3% | $125,391+181.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.27% | 31.28%-34.5pp | 26.14%-29.4pp | 282.22%-285.5pp |
| Employer contribution / active EE | $17,521 | $5,166+239.2% | $4,608+280.2% | $4,866+260.1% |
| Participant deferral / active EE | $19,122 | $6,423+197.7% | $6,026+217.3% | $5,352+257.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |