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 | $253,588 | $138,044+83.7% | $125,339+102.3% | $134,475+88.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -10.89% | 750.33%-761.2pp | 572.05%-582.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,519 | $5,243-52.0% | $4,814-47.7% | $4,740-46.9% |
| Participant deferral / active EE | $12,369 | $7,799+58.6% | $7,446+66.1% | $6,400+93.3% |
| Admin fee / account holder | $110 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |