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 | $384,569 | $142,344+170.2% | $119,609+221.5% | $134,475+186.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.00% | -12.44%+5.4pp | -14.97%+8.0pp | 417.96%-425.0pp |
| Employer contribution / active EE | $22,821 | $5,222+337.0% | $4,232+439.3% | $4,740+381.5% |
| Participant deferral / active EE | $13,500 | $6,469+108.7% | $5,602+141.0% | $6,400+110.9% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |