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 | $624,924 | $127,100+391.7% | $105,738+491.0% | $135,375+361.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.94% | 4.49%-8.4pp | 6.27%-10.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $39,990 | $4,107+873.8% | $3,268+1123.6% | $4,779+736.8% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $20 | $9,087-99.8% | $6,913-99.7% | $10,827-99.8% |