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 | $271,866 | $180,449+50.7% | $154,107+76.4% | $135,375+100.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.64% | 888.09%-890.7pp | 735.12%-737.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $8,287 | $6,035+37.3% | $5,298+56.4% | $4,779+73.4% |
| Participant deferral / active EE | $8,221 | $5,806+41.6% | $5,081+61.8% | $5,609+46.6% |
| Admin fee / account holder | $131 | $16,143-99.2% | $13,411-99.0% | $10,827-98.8% |