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 | $261,634 | $99,032+164.2% | $80,019+227.0% | $135,375+93.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.13% | 15.39%-23.5pp | 11.22%-19.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $9,906 | $3,043+225.5% | $2,468+301.4% | $4,779+107.3% |
| Participant deferral / active EE | $12,957 | $4,282+202.6% | $3,686+251.5% | $5,609+131.0% |
| Admin fee / account holder | $44 | $10,436-99.6% | $6,521-99.3% | $10,827-99.6% |