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 | $289,704 | $138,065+109.8% | $123,544+134.5% | $135,375+114.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.96% | 153.68%-160.6pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,287 | $5,151-36.2% | $4,628-29.0% | $4,779-31.2% |
| Participant deferral / active EE | $11,641 | $6,799+71.2% | $6,426+81.2% | $5,609+107.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |