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 | $299,095 | $160,055+86.9% | $140,016+113.6% | $135,375+120.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.64% | 911.38%-912.0pp | 651.12%-651.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $1,639 | $6,420-74.5% | $5,606-70.8% | $4,779-65.7% |
| Participant deferral / active EE | $13,632 | $7,642+78.4% | $6,927+96.8% | $5,609+143.0% |
| Admin fee / account holder | $193 | $13,328-98.6% | $10,705-98.2% | $10,827-98.2% |