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 | $574,108 | $142,344+303.3% | $119,609+380.0% | $134,475+326.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.42% | -12.44%+1.0pp | -14.97%+3.6pp | 417.96%-429.4pp |
| Employer contribution / active EE | $15,303 | $5,222+193.0% | $4,232+261.6% | $4,740+222.9% |
| Participant deferral / active EE | $20,200 | $6,469+212.2% | $5,602+260.6% | $6,400+215.6% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |