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 | $295,505 | $150,440+96.4% | $136,294+116.8% | $147,584+100.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.69% | 1049.08%-1035.4pp | 5155.94%-5142.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $18,650 | $5,256+254.8% | $4,695+297.2% | $4,876+282.5% |
| Participant deferral / active EE | $18,650 | $6,630+181.3% | $6,247+198.5% | $5,439+242.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |