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 | $419,220 | $171,865+143.9% | $149,718+180.0% | $147,584+184.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.11% | 2113.22%-2094.1pp | 1501.63%-1482.5pp | 578.55%-559.4pp |
| Employer contribution / active EE | $13,263 | $6,275+111.4% | $5,445+143.6% | $4,876+172.0% |
| Participant deferral / active EE | $13,750 | $7,271+89.1% | $6,569+109.3% | $5,439+152.8% |
| Admin fee / account holder | $105 | $13,799-99.2% | $11,283-99.1% | $10,885-99.0% |