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 | $250,656 | $133,958+87.1% | $112,228+123.3% | $134,475+86.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.29% | 47.11%-61.4pp | 27.45%-41.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $11,890 | $4,038+194.5% | $3,635+227.1% | $4,740+150.9% |
| Participant deferral / active EE | $14,940 | $5,291+182.4% | $4,728+216.0% | $6,400+133.5% |
| Admin fee / account holder | $10 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |