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 | $709,485 | $142,344+398.4% | $119,609+493.2% | $134,475+427.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.03% | -12.44%-4.6pp | -14.97%-2.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $26,380 | $5,222+405.2% | $4,232+523.4% | $4,740+456.6% |
| Participant deferral / active EE | $18,914 | $6,469+192.4% | $5,602+237.6% | $6,400+195.5% |
| Admin fee / account holder | $9 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |