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 | $488,325 | $138,044+253.7% | $125,339+289.6% | $134,475+263.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.26% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,231 | $5,243-57.5% | $4,814-53.7% | $4,740-52.9% |
| Participant deferral / active EE | $18,910 | $7,799+142.5% | $7,446+153.9% | $6,400+195.5% |
| Admin fee / account holder | -$38 | $11,571-100.3% | $10,010-100.4% | $11,426-100.3% |