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 | $381,563 | $100,852+278.3% | $90,404+322.1% | $158,922+140.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 31.07% | 1724.20%-1693.1pp | 1293.02%-1261.9pp | 302.83%-271.8pp |
| Employer contribution / active EE | $8,609 | $3,689+133.4% | $3,262+163.9% | $4,761+80.8% |
| Participant deferral / active EE | $10,600 | $4,348+143.8% | $3,963+167.5% | $5,982+77.2% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |