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 | $277,001 | $167,307+65.6% | $143,757+92.7% | $134,475+106.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.53% | 0.46%-11.0pp | -0.04%-10.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $15,159 | $5,619+169.8% | $4,951+206.2% | $4,740+219.8% |
| Participant deferral / active EE | $18,700 | $6,446+190.1% | $5,637+231.7% | $6,400+192.2% |
| Admin fee / account holder | $35 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |