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 | $265,466 | $138,044+92.3% | $125,339+111.8% | $134,475+97.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.93% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $45,183 | $5,243+761.7% | $4,814+838.7% | $4,740+853.3% |
| Participant deferral / active EE | $17,623 | $7,799+126.0% | $7,446+136.7% | $6,400+175.4% |
| Admin fee / account holder | $197 | $11,571-98.3% | $10,010-98.0% | $11,426-98.3% |