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 | $399,011 | $138,044+189.0% | $125,339+218.3% | $134,475+196.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.02% | 750.33%-764.3pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $12,579 | $5,243+139.9% | $4,814+161.3% | $4,740+165.4% |
| Participant deferral / active EE | $12,221 | $7,799+56.7% | $7,446+64.1% | $6,400+91.0% |
| Admin fee / account holder | $37 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |