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 | $593,356 | $160,055+270.7% | $140,016+323.8% | $135,375+338.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.97% | 911.38%-913.3pp | 651.12%-653.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $21,671 | $6,420+237.5% | $5,606+286.6% | $4,779+353.5% |
| Participant deferral / active EE | $13,071 | $7,642+71.0% | $6,927+88.7% | $5,609+133.0% |
| Admin fee / account holder | $210 | $13,328-98.4% | $10,705-98.0% | $10,827-98.1% |