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 | $433,403 | $180,449+140.2% | $154,107+181.2% | $135,375+220.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.58% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $10,458 | $6,035+73.3% | $5,298+97.4% | $4,779+118.8% |
| Participant deferral / active EE | $6,275 | $5,806+8.1% | $5,081+23.5% | $5,609+11.9% |
| Admin fee / account holder | $66 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |