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 | $279,709 | $171,865+62.7% | $149,718+86.8% | $147,584+89.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.75% | 2113.22%-2097.5pp | 1501.63%-1485.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $8,729 | $6,275+39.1% | $5,445+60.3% | $4,876+79.0% |
| Participant deferral / active EE | $4,772 | $7,271-34.4% | $6,569-27.3% | $5,439-12.3% |
| Admin fee / account holder | $92 | $13,799-99.3% | $11,283-99.2% | $10,885-99.2% |