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 | $331,711 | $150,440+120.5% | $136,294+143.4% | $147,584+124.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.61% | 1049.08%-1034.5pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $11,675 | $5,256+122.1% | $4,695+148.6% | $4,876+139.4% |
| Participant deferral / active EE | $5,921 | $6,630-10.7% | $6,247-5.2% | $5,439+8.9% |
| Admin fee / account holder | $176 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |