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 | $497,360 | $100,852+393.2% | $90,404+450.2% | $158,922+213.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 61.64% | 1724.20%-1662.6pp | 1293.02%-1231.4pp | 302.83%-241.2pp |
| Employer contribution / active EE | $15,393 | $3,689+317.3% | $3,262+371.9% | $4,761+223.3% |
| Participant deferral / active EE | $10,554 | $4,348+142.7% | $3,963+166.3% | $5,982+76.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |