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 | $259,279 | $160,055+62.0% | $140,016+85.2% | $135,375+91.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.16% | 911.38%-920.5pp | 651.12%-660.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $15,798 | $6,420+146.1% | $5,606+181.8% | $4,779+230.6% |
| Participant deferral / active EE | $9,290 | $7,642+21.6% | $6,927+34.1% | $5,609+65.6% |
| Admin fee / account holder | $13 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |