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 | $372,462 | $171,865+116.7% | $149,718+148.8% | $147,584+152.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.36% | 2113.22%-2096.9pp | 1501.63%-1485.3pp | 578.55%-562.2pp |
| Employer contribution / active EE | $4,240 | $6,275-32.4% | $5,445-22.1% | $4,876-13.1% |
| Participant deferral / active EE | $12,224 | $7,271+68.1% | $6,569+86.1% | $5,439+124.8% |
| Admin fee / account holder | $39 | $13,799-99.7% | $11,283-99.7% | $10,885-99.6% |