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 | $351,744 | $180,449+94.9% | $154,107+128.2% | $135,375+159.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.34% | 888.09%-891.4pp | 735.12%-738.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $20,201 | $6,035+234.7% | $5,298+281.3% | $4,779+322.7% |
| Participant deferral / active EE | $14,004 | $5,806+141.2% | $5,081+175.6% | $5,609+149.7% |
| Admin fee / account holder | $205 | $16,143-98.7% | $13,411-98.5% | $10,827-98.1% |