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 | $391,586 | $133,958+192.3% | $112,228+248.9% | $134,475+191.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.11% | 47.11%-59.2pp | 27.45%-39.6pp | 417.96%-430.1pp |
| Employer contribution / active EE | $21,748 | $4,038+438.6% | $3,635+498.4% | $4,740+358.9% |
| Participant deferral / active EE | $18,417 | $5,291+248.1% | $4,728+289.5% | $6,400+187.8% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |