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 9-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 | $609,815 | $138,044+341.8% | $125,339+386.5% | $134,475+353.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.37% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $44,258 | $5,243+744.1% | $4,814+819.4% | $4,740+833.8% |
| Participant deferral / active EE | $28,040 | $7,799+259.5% | $7,446+276.6% | $6,400+338.1% |
| Admin fee / account holder | $2 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |