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 | $291,207 | $171,865+69.4% | $149,718+94.5% | $147,584+97.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.68% | 2113.22%-2095.5pp | 1501.63%-1483.9pp | 578.55%-560.9pp |
| Employer contribution / active EE | $9,125 | $6,275+45.4% | $5,445+67.6% | $4,876+87.1% |
| Participant deferral / active EE | $11,050 | $7,271+52.0% | $6,569+68.2% | $5,439+103.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |