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 | $602,377 | $167,307+260.0% | $143,757+319.0% | $134,475+347.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.58% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $11,398 | $5,619+102.8% | $4,951+130.2% | $4,740+140.5% |
| Participant deferral / active EE | $6,167 | $6,446-4.3% | $5,637+9.4% | $6,400-3.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |