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 | $305,044 | $171,865+77.5% | $149,718+103.7% | $147,584+106.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.02% | 2113.22%-2097.2pp | 1501.63%-1485.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $19,727 | $6,275+214.4% | $5,445+262.3% | $4,876+304.5% |
| Participant deferral / active EE | $24,400 | $7,271+235.6% | $6,569+271.4% | $5,439+348.6% |
| Admin fee / account holder | $60 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |