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 | $581,604 | $150,440+286.6% | $136,294+326.7% | $147,584+294.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.23% | 1049.08%-1037.9pp | 5155.94%-5144.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $16,477 | $5,256+213.5% | $4,695+250.9% | $4,876+237.9% |
| Participant deferral / active EE | $20,600 | $6,630+210.7% | $6,247+229.8% | $5,439+278.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |