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 | $303,508 | $160,055+89.6% | $140,016+116.8% | $135,375+124.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -2.20% | 911.38%-913.6pp | 651.12%-653.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $17,618 | $6,420+174.4% | $5,606+214.3% | $4,779+268.7% |
| Participant deferral / active EE | $11,224 | $7,642+46.9% | $6,927+62.0% | $5,609+100.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |