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 | $376,579 | $138,065+172.8% | $123,544+204.8% | $135,375+178.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.08% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $9,286 | $5,151+80.3% | $4,628+100.6% | $4,779+94.3% |
| Participant deferral / active EE | $11,097 | $6,799+63.2% | $6,426+72.7% | $5,609+97.8% |
| Admin fee / account holder | $187 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |