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 | $417,972 | $167,307+149.8% | $143,757+190.7% | $134,475+210.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.88% | 0.46%-1.3pp | -0.04%-0.8pp | 417.96%-418.8pp |
| Employer contribution / active EE | $10,738 | $5,619+91.1% | $4,951+116.9% | $4,740+126.6% |
| Participant deferral / active EE | $14,643 | $6,446+127.2% | $5,637+159.8% | $6,400+128.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |