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 | $359,625 | $105,860+239.7% | $90,749+296.3% | $134,475+167.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.19% | -11.01%-4.2pp | -12.16%-3.0pp | 417.96%-433.2pp |
| Employer contribution / active EE | $17,453 | $3,462+404.1% | $2,921+497.5% | $4,740+268.2% |
| Participant deferral / active EE | $11,968 | $5,216+129.5% | $4,564+162.2% | $6,400+87.0% |
| Admin fee / account holder | $293 | $13,938-97.9% | $8,445-96.5% | $11,426-97.4% |