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 | $317,804 | $138,044+130.2% | $125,339+153.6% | $134,475+136.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -13.40% | 750.33%-763.7pp | 572.05%-585.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $26,789 | $5,243+410.9% | $4,814+456.5% | $4,740+465.2% |
| Participant deferral / active EE | $14,116 | $7,799+81.0% | $7,446+89.6% | $6,400+120.6% |
| Admin fee / account holder | $2 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |