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 | $570,923 | $209,832+172.1% | $189,513+201.3% | $167,490+240.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 31.44% | 748.27%-716.8pp | 555.15%-523.7pp | 478.56%-447.1pp |
| Employer contribution / active EE | $21,013 | $6,914+203.9% | $6,162+241.0% | $4,837+334.4% |
| Participant deferral / active EE | $11,700 | $8,935+30.9% | $8,221+42.3% | $6,341+84.5% |
| Admin fee / account holder | $7 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |