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 7-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 | $570,111 | $175,600+224.7% | $129,110+341.6% | $134,475+324.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -12.40% | -11.39%-1.0pp | -10.94%-1.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $27,450 | $6,355+332.0% | $5,052+443.4% | $4,740+479.2% |
| Participant deferral / active EE | $24,214 | $7,975+203.6% | $6,542+270.1% | $6,400+278.4% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |