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 | $312,563 | $180,449+73.2% | $154,107+102.8% | $135,375+130.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.02% | 888.09%-891.1pp | 735.12%-738.1pp | 519.73%-522.8pp |
| Employer contribution / active EE | $10,556 | $6,035+74.9% | $5,298+99.3% | $4,779+120.9% |
| Participant deferral / active EE | $5,695 | $5,806-1.9% | $5,081+12.1% | $5,609+1.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |