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 | $251,550 | $135,635+85.5% | $110,238+128.2% | $135,375+85.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.58% | 513.19%-520.8pp | 314.74%-322.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,324 | $4,906-32.2% | $3,826-13.1% | $4,779-30.4% |
| Participant deferral / active EE | $13,990 | $5,506+154.1% | $4,672+199.4% | $5,609+149.4% |
| Admin fee / account holder | $216 | $11,457-98.1% | $8,547-97.5% | $10,827-98.0% |