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 | $290,612 | $183,963+58.0% | $162,163+79.2% | $152,861+90.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.78% | 150.76%-137.0pp | 115.59%-101.8pp | 345.32%-331.5pp |
| Employer contribution / active EE | $15,665 | $6,371+145.9% | $5,614+179.1% | $4,762+228.9% |
| Participant deferral / active EE | $10,807 | $8,034+34.5% | $7,298+48.1% | $5,850+84.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |