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 | $384,448 | $138,044+178.5% | $125,339+206.7% | $134,475+185.9% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -19.33% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $5,946 | $5,243+13.4% | $4,814+23.5% | $4,740+25.5% |
| Participant deferral / active EE | $10,222 | $7,799+31.1% | $7,446+37.3% | $6,400+59.7% |
| Admin fee / account holder | $219 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |