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 | $250,117 | $150,440+66.3% | $136,294+83.5% | $147,584+69.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.38% | 1049.08%-1034.7pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $8,179 | $5,256+55.6% | $4,695+74.2% | $4,876+67.7% |
| Participant deferral / active EE | $3,429 | $6,630-48.3% | $6,247-45.1% | $5,439-37.0% |
| Admin fee / account holder | $27 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |