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 | $364,653 | $140,588+159.4% | $123,104+196.2% | $125,391+190.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.18% | 16.80%-20.0pp | 13.22%-16.4pp | 282.22%-285.4pp |
| Employer contribution / active EE | $10,625 | $6,041+75.9% | $5,151+106.3% | $4,866+118.4% |
| Participant deferral / active EE | $12,600 | $6,980+80.5% | $6,230+102.3% | $5,352+135.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |