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 9-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 | $531,539 | $167,484+217.4% | $151,611+250.6% | $134,475+295.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.99% | 7.80%-20.8pp | 3.33%-16.3pp | 417.96%-431.0pp |
| Employer contribution / active EE | $22,181 | $6,829+224.8% | $6,166+259.7% | $4,740+368.0% |
| Participant deferral / active EE | $12,600 | $8,986+40.2% | $8,363+50.7% | $6,400+96.9% |
| Admin fee / account holder | $8 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |