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 | $302,280 | $180,449+67.5% | $154,107+96.1% | $135,375+123.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.36% | 888.09%-896.5pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,732 | $6,035-38.2% | $5,298-29.6% | $4,779-21.9% |
| Participant deferral / active EE | $25,000 | $5,806+330.6% | $5,081+392.1% | $5,609+345.7% |
| Admin fee / account holder | $237 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |