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 | $266,212 | $72,400+267.7% | $67,502+294.4% | $145,922+82.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.52% | 7182.46%-7166.9pp | 3512.12%-3496.6pp | 561.29%-545.8pp |
| Employer contribution / active EE | $21,292 | $3,069+593.7% | $2,731+679.7% | $4,660+357.0% |
| Participant deferral / active EE | $8,739 | $4,783+82.7% | $4,000+118.5% | $6,688+30.7% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |