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 | $659,799 | $150,440+338.6% | $136,294+384.1% | $147,584+347.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.22% | 1049.08%-1035.9pp | 5155.94%-5142.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $9,614 | $5,256+82.9% | $4,695+104.8% | $4,876+97.2% |
| Participant deferral / active EE | $14,849 | $6,630+124.0% | $6,247+137.7% | $5,439+173.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |