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 | $357,682 | $138,044+159.1% | $125,339+185.4% | $134,475+166.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.62% | 750.33%-765.9pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,139 | $5,243-78.3% | $4,814-76.3% | $4,740-76.0% |
| Participant deferral / active EE | $8,984 | $7,799+15.2% | $7,446+20.6% | $6,400+40.4% |
| Admin fee / account holder | $88 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |