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 | $313,999 | $105,860+196.6% | $90,749+246.0% | $134,475+133.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -6.92% | -11.01%+4.1pp | -12.16%+5.2pp | 417.96%-424.9pp |
| Employer contribution / active EE | $6,238 | $3,462+80.2% | $2,921+113.6% | $4,740+31.6% |
| Participant deferral / active EE | $23,833 | $5,216+357.0% | $4,564+422.2% | $6,400+272.4% |
| Admin fee / account holder | $214 | $13,938-98.5% | $8,445-97.5% | $11,426-98.1% |