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 | $825,801 | $152,509+441.5% | $117,472+603.0% | $134,475+514.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.13% | 52.99%-63.1pp | 29.74%-39.9pp | 417.96%-428.1pp |
| Employer contribution / active EE | $27,306 | $5,571+390.2% | $4,176+553.9% | $4,740+476.1% |
| Participant deferral / active EE | $9,000 | $4,818+86.8% | $4,070+121.1% | $6,400+40.6% |
| Admin fee / account holder | $120 | $7,004-98.3% | $5,645-97.9% | $11,426-98.9% |