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 | $318,297 | $197,825+60.9% | $155,790+104.3% | $125,391+153.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.09% | 86.74%-89.8pp | 71.54%-74.6pp | 282.22%-285.3pp |
| Employer contribution / active EE | $18,505 | $4,847+281.8% | $3,836+382.4% | $4,866+280.3% |
| Participant deferral / active EE | $12,000 | $5,630+113.1% | $4,797+150.2% | $5,352+124.2% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |