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 | $250,597 | $93,024+169.4% | $77,024+225.4% | $134,475+86.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -10.38% | 62.60%-73.0pp | 42.32%-52.7pp | 417.96%-428.3pp |
| Employer contribution / active EE | $5,037 | $3,418+47.4% | $2,812+79.1% | $4,740+6.3% |
| Participant deferral / active EE | $17,522 | $5,238+234.5% | $4,426+295.8% | $6,400+173.8% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |