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 | $340,899 | $138,044+146.9% | $125,339+172.0% | $134,475+153.5% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -15.49% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $11,019 | $5,243+110.2% | $4,814+128.9% | $4,740+132.5% |
| Participant deferral / active EE | $6,037 | $7,799-22.6% | $7,446-18.9% | $6,400-5.7% |
| Admin fee / account holder | $54 | $11,571-99.5% | $10,010-99.5% | $11,426-99.5% |