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 | $327,763 | $171,865+90.7% | $149,718+118.9% | $147,584+122.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.34% | 2113.22%-2093.9pp | 1501.63%-1482.3pp | 578.55%-559.2pp |
| Employer contribution / active EE | $26,863 | $6,275+328.1% | $5,445+393.4% | $4,876+450.9% |
| Participant deferral / active EE | $12,687 | $7,271+74.5% | $6,569+93.1% | $5,439+133.3% |
| Admin fee / account holder | $30 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |