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 | $308,023 | $171,865+79.2% | $149,718+105.7% | $147,584+108.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.85% | 2113.22%-2099.4pp | 1501.63%-1487.8pp | 578.55%-564.7pp |
| Employer contribution / active EE | $15,146 | $6,275+141.4% | $5,445+178.2% | $4,876+210.6% |
| Participant deferral / active EE | $11,731 | $7,271+61.3% | $6,569+78.6% | $5,439+115.7% |
| Admin fee / account holder | $222 | $13,799-98.4% | $11,283-98.0% | $10,885-98.0% |