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 | $397,978 | $142,344+179.6% | $119,609+232.7% | $134,475+195.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.63% | -12.44%-1.2pp | -14.97%+1.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $35,250 | $5,222+575.0% | $4,232+733.0% | $4,740+643.7% |
| Participant deferral / active EE | $14,738 | $6,469+127.8% | $5,602+163.1% | $6,400+130.3% |
| Admin fee / account holder | $24 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |