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 8-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 | $446,850 | $176,662+152.9% | $130,648+242.0% | $152,861+192.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 23.36% | 2692.24%-2668.9pp | 1708.96%-1685.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $28,635 | $5,742+398.7% | $4,092+599.8% | $4,762+501.3% |
| Participant deferral / active EE | $19,000 | $4,361+335.6% | $3,603+427.4% | $5,850+224.8% |
| Admin fee / account holder | $8 | $7,133-99.9% | $5,464-99.9% | $11,596-99.9% |