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 | $369,261 | $152,509+142.1% | $117,472+214.3% | $134,475+174.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.97% | 52.99%-71.0pp | 29.74%-47.7pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,274 | $5,571-23.3% | $4,176+2.3% | $4,740-9.8% |
| Participant deferral / active EE | $14,000 | $4,818+190.6% | $4,070+244.0% | $6,400+118.8% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |