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 4-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 | $304,464 | $111,754+172.4% | $103,333+194.6% | $145,922+108.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.45% | 24.77%-15.3pp | 24.88%-15.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $6,066 | $4,212+44.0% | $3,868+56.8% | $4,660+30.2% |
| Participant deferral / active EE | $30,500 | $5,619+442.8% | $5,057+503.1% | $6,688+356.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |