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 | $355,945 | $131,829+170.0% | $108,579+227.8% | $273,961+29.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.77% | -91.57%+98.3pp | -51.70%+58.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $14,765 | $4,912+200.6% | $3,758+292.9% | $4,869+203.3% |
| Participant deferral / active EE | $15,028 | $5,127+193.1% | $4,311+248.6% | $5,287+184.2% |
| Admin fee / account holder | $45 | $10,252-99.6% | $7,645-99.4% | $10,132-99.6% |