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 | $480,918 | $147,167+226.8% | $111,392+331.7% | $135,375+255.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -6.33% | -4.44%-1.9pp | -2.06%-4.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $9,460 | $5,204+81.8% | $4,328+118.6% | $4,779+98.0% |
| Participant deferral / active EE | $10,580 | $6,565+61.2% | $5,567+90.0% | $5,609+88.6% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |