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 | $264,296 | $171,865+53.8% | $149,718+76.5% | $147,584+79.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.29% | 2113.22%-2099.9pp | 1501.63%-1488.3pp | 578.55%-565.3pp |
| Employer contribution / active EE | $3,894 | $6,275-37.9% | $5,445-28.5% | $4,876-20.1% |
| Participant deferral / active EE | $7,775 | $7,271+6.9% | $6,569+18.4% | $5,439+43.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |