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 | $340,841 | $171,865+98.3% | $149,718+127.7% | $147,584+130.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.45% | 2113.22%-2096.8pp | 1501.63%-1485.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $4,842 | $6,275-22.8% | $5,445-11.1% | $4,876-0.7% |
| Participant deferral / active EE | $14,599 | $7,271+100.8% | $6,569+122.2% | $5,439+168.4% |
| Admin fee / account holder | $57 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |