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 | $364,839 | $138,044+164.3% | $125,339+191.1% | $134,475+171.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.21% | 750.33%-767.5pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,153 | $5,243-20.8% | $4,814-13.7% | $4,740-12.4% |
| Participant deferral / active EE | $21,171 | $7,799+171.5% | $7,446+184.3% | $6,400+230.8% |
| Admin fee / account holder | $60 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |