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 | $332,350 | $133,958+148.1% | $112,228+196.1% | $134,475+147.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.52% | 47.11%-61.6pp | 27.45%-42.0pp | 417.96%-432.5pp |
| Employer contribution / active EE | $13,418 | $4,038+232.3% | $3,635+269.2% | $4,740+183.1% |
| Participant deferral / active EE | $26,803 | $5,291+406.6% | $4,728+466.9% | $6,400+318.8% |
| Admin fee / account holder | $100 | $7,489-98.7% | $6,410-98.4% | $11,426-99.1% |