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 | $270,073 | $176,662+52.9% | $130,648+106.7% | $152,861+76.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 23.39% | 2692.24%-2668.9pp | 1708.96%-1685.6pp | 345.32%-321.9pp |
| Employer contribution / active EE | $22,607 | $5,742+293.7% | $4,092+452.5% | $4,762+374.7% |
| Participant deferral / active EE | $10,700 | $4,361+145.3% | $3,603+197.0% | $5,850+82.9% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |