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 | $347,493 | $97,757+255.5% | $83,848+314.4% | $135,375+156.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.14% | 1287.37%-1291.5pp | 850.88%-855.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $14,225 | $4,222+237.0% | $3,631+291.8% | $4,779+197.7% |
| Participant deferral / active EE | $16,507 | $4,682+252.5% | $4,082+304.4% | $5,609+194.3% |
| Admin fee / account holder | $17 | $6,674-99.8% | $5,478-99.7% | $10,827-99.8% |