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 | $435,503 | $167,307+160.3% | $143,757+202.9% | $134,475+223.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.29% | 0.46%-1.7pp | -0.04%-1.2pp | 417.96%-419.3pp |
| Employer contribution / active EE | $8,945 | $5,619+59.2% | $4,951+80.7% | $4,740+88.7% |
| Participant deferral / active EE | $18,723 | $6,446+190.5% | $5,637+232.1% | $6,400+192.6% |
| Admin fee / account holder | $17 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |