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 10-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 | $877,861 | $183,963+377.2% | $162,163+441.3% | $152,861+474.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 35.37% | 150.76%-115.4pp | 115.59%-80.2pp | 345.32%-309.9pp |
| Employer contribution / active EE | $9,887 | $6,371+55.2% | $5,614+76.1% | $4,762+107.6% |
| Participant deferral / active EE | $28,217 | $8,034+251.2% | $7,298+286.6% | $5,850+382.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |