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 | $257,981 | $135,635+90.2% | $110,238+134.0% | $135,375+90.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.12% | 513.19%-514.3pp | 314.74%-315.9pp | 519.73%-520.9pp |
| Employer contribution / active EE | $18,128 | $4,906+269.5% | $3,826+373.7% | $4,779+279.3% |
| Participant deferral / active EE | $11,350 | $5,506+106.1% | $4,672+142.9% | $5,609+102.4% |
| Admin fee / account holder | $48 | $11,457-99.6% | $8,547-99.4% | $10,827-99.6% |