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 7-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 | $357,036 | $114,381+212.1% | $107,525+232.1% | $142,382+150.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 844.93% | 242.71%+602.2pp | 181.32%+663.6pp | 217.08%+627.9pp |
| Employer contribution / active EE | $31,265 | $4,015+678.8% | $3,754+733.0% | $4,299+627.3% |
| Participant deferral / active EE | $17,808 | $5,564+220.1% | $5,116+248.1% | $6,507+173.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |