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 | $366,234 | $138,044+165.3% | $125,339+192.2% | $134,475+172.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.47% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $22,134 | $5,243+322.1% | $4,814+359.8% | $4,740+367.0% |
| Participant deferral / active EE | $5,125 | $7,799-34.3% | $7,446-31.2% | $6,400-19.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |