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 | $318,644 | $138,065+130.8% | $123,544+157.9% | $135,375+135.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.58% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $9,732 | $5,151+88.9% | $4,628+110.3% | $4,779+103.6% |
| Participant deferral / active EE | $16,883 | $6,799+148.3% | $6,426+162.8% | $5,609+201.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |