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 8-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 | $349,359 | $138,044+153.1% | $125,339+178.7% | $134,475+159.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.81% | 750.33%-764.1pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $5,015 | $5,243-4.4% | $4,814+4.2% | $4,740+5.8% |
| Participant deferral / active EE | $24,261 | $7,799+211.1% | $7,446+225.8% | $6,400+279.1% |
| Admin fee / account holder | -$476 | $11,571-104.1% | $10,010-104.8% | $11,426-104.2% |