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 | $648,994 | $209,832+209.3% | $189,513+242.5% | $167,490+287.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.98% | 748.27%-731.3pp | 555.15%-538.2pp | 478.56%-461.6pp |
| Employer contribution / active EE | $8,871 | $6,914+28.3% | $6,162+44.0% | $4,837+83.4% |
| Participant deferral / active EE | $15,789 | $8,935+76.7% | $8,221+92.1% | $6,341+149.0% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |