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 | $386,770 | $171,865+125.0% | $149,718+158.3% | $147,584+162.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.00% | 2113.22%-2096.2pp | 1501.63%-1484.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $14,956 | $6,275+138.3% | $5,445+174.7% | $4,876+206.7% |
| Participant deferral / active EE | $6,876 | $7,271-5.4% | $6,569+4.7% | $5,439+26.4% |
| Admin fee / account holder | $83 | $13,799-99.4% | $11,283-99.3% | $10,885-99.2% |