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 | $288,955 | $180,449+60.1% | $154,107+87.5% | $135,375+113.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.47% | 888.09%-890.6pp | 735.12%-737.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $8,956 | $6,035+48.4% | $5,298+69.1% | $4,779+87.4% |
| Participant deferral / active EE | $7,861 | $5,806+35.4% | $5,081+54.7% | $5,609+40.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |