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 | $330,904 | $150,440+120.0% | $136,294+142.8% | $147,584+124.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.02% | 1049.08%-1027.1pp | 5155.94%-5133.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $10,688 | $5,256+103.3% | $4,695+127.6% | $4,876+119.2% |
| Participant deferral / active EE | $11,633 | $6,630+75.4% | $6,247+86.2% | $5,439+113.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |