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 | $496,933 | $197,825+151.2% | $155,790+219.0% | $125,391+296.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.73% | 86.74%-89.5pp | 71.54%-74.3pp | 282.22%-285.0pp |
| Employer contribution / active EE | $4,295 | $4,847-11.4% | $3,836+12.0% | $4,866-11.7% |
| Participant deferral / active EE | $7,544 | $5,630+34.0% | $4,797+57.3% | $5,352+41.0% |
| Admin fee / account holder | $12 | $9,545-99.9% | $7,478-99.8% | $9,540-99.9% |