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 | $469,163 | $138,044+239.9% | $125,339+274.3% | $134,475+248.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.70% | 750.33%-767.0pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $15,388 | $5,243+193.5% | $4,814+219.7% | $4,740+224.7% |
| Participant deferral / active EE | $12,381 | $7,799+58.8% | $7,446+66.3% | $6,400+93.5% |
| Admin fee / account holder | $286 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |