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 | $287,753 | $138,044+108.5% | $125,339+129.6% | $134,475+114.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.33% | 750.33%-758.7pp | 572.05%-580.4pp | 417.96%-426.3pp |
| Employer contribution / active EE | $5,571 | $5,243+6.3% | $4,814+15.7% | $4,740+17.5% |
| Participant deferral / active EE | $5,930 | $7,799-24.0% | $7,446-20.4% | $6,400-7.3% |
| Admin fee / account holder | $116 | $11,571-99.0% | $10,010-98.8% | $11,426-99.0% |