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 7-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 | $261,976 | $96,484+171.5% | $75,886+245.2% | $152,861+71.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 819.30% | 33.98%+785.3pp | 30.76%+788.5pp | 345.32%+474.0pp |
| Employer contribution / active EE | $10,195 | $3,309+208.1% | $2,500+307.7% | $4,762+114.1% |
| Participant deferral / active EE | $13,094 | $4,553+187.6% | $3,603+263.4% | $5,850+123.8% |
| Admin fee / account holder | $20 | $8,078-99.8% | $5,418-99.6% | $11,596-99.8% |