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 | $519,919 | $177,572+192.8% | $154,803+235.9% | $142,382+265.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 499.16% | 65.07%+434.1pp | 58.88%+440.3pp | 217.08%+282.1pp |
| Employer contribution / active EE | $1,509 | $4,810-68.6% | $4,305-65.0% | $4,299-64.9% |
| Participant deferral / active EE | $5,403 | $6,272-13.8% | $5,540-2.5% | $6,507-17.0% |
| Admin fee / account holder | $281 | $16,786-98.3% | $14,329-98.0% | $12,624-97.8% |