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 | $357,777 | $159,602+124.2% | $150,045+138.4% | $142,382+151.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 385.89% | 70.24%+315.7pp | 62.55%+323.3pp | 217.08%+168.8pp |
| Employer contribution / active EE | $14,964 | $4,961+201.6% | $4,693+218.8% | $4,299+248.1% |
| Participant deferral / active EE | $7,358 | $8,310-11.5% | $7,997-8.0% | $6,507+13.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |