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 | $416,947 | $150,440+177.2% | $136,294+205.9% | $147,584+182.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.92% | 1049.08%-1030.2pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $37,601 | $5,256+615.4% | $4,695+700.8% | $4,876+671.1% |
| Participant deferral / active EE | $17,262 | $6,630+160.3% | $6,247+176.3% | $5,439+217.4% |
| Admin fee / account holder | $31 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |