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 | $254,826 | $171,865+48.3% | $149,718+70.2% | $147,584+72.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.93% | 2113.22%-2094.3pp | 1501.63%-1482.7pp | 578.55%-559.6pp |
| Employer contribution / active EE | $8,214 | $6,275+30.9% | $5,445+50.9% | $4,876+68.4% |
| Participant deferral / active EE | $12,232 | $7,271+68.2% | $6,569+86.2% | $5,439+124.9% |
| Admin fee / account holder | $19 | $13,799-99.9% | $11,283-99.8% | $10,885-99.8% |