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 | $293,350 | $135,635+116.3% | $110,238+166.1% | $135,375+116.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.71% | 513.19%-517.9pp | 314.74%-319.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $23,143 | $4,906+371.7% | $3,826+504.8% | $4,779+384.3% |
| Participant deferral / active EE | $11,690 | $5,506+112.3% | $4,672+150.2% | $5,609+108.4% |
| Admin fee / account holder | $151 | $11,457-98.7% | $8,547-98.2% | $10,827-98.6% |