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 | $257,506 | $160,055+60.9% | $140,016+83.9% | $135,375+90.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.98% | 911.38%-919.4pp | 651.12%-659.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,018 | $6,420-53.0% | $5,606-46.2% | $4,779-36.8% |
| Participant deferral / active EE | $12,047 | $7,642+57.6% | $6,927+73.9% | $5,609+114.8% |
| Admin fee / account holder | -$533 | $13,328-104.0% | $10,705-105.0% | $10,827-104.9% |