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 | $335,619 | $167,307+100.6% | $143,757+133.5% | $134,475+149.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.48% | 0.46%-11.9pp | -0.04%-11.4pp | 417.96%-429.4pp |
| Employer contribution / active EE | $9,323 | $5,619+65.9% | $4,951+88.3% | $4,740+96.7% |
| Participant deferral / active EE | $6,653 | $6,446+3.2% | $5,637+18.0% | $6,400+4.0% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |