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 | $473,013 | $105,860+346.8% | $90,749+421.2% | $134,475+251.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.12% | -11.01%-7.1pp | -12.16%-6.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,528 | $3,462-27.0% | $2,921-13.5% | $4,740-46.7% |
| Participant deferral / active EE | $18,679 | $5,216+258.1% | $4,564+309.3% | $6,400+191.9% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |