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 8-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 | $563,185 | $209,832+168.4% | $189,513+197.2% | $167,490+236.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.64% | 748.27%-732.6pp | 555.15%-539.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $10,750 | $6,914+55.5% | $6,162+74.5% | $4,837+122.2% |
| Participant deferral / active EE | $10,650 | $8,935+19.2% | $8,221+29.5% | $6,341+67.9% |
| Admin fee / account holder | $20 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |