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 | $628,575 | $180,449+248.3% | $154,107+307.9% | $135,375+364.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.13% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.9pp |
| Employer contribution / active EE | $13,135 | $6,035+117.6% | $5,298+147.9% | $4,779+174.9% |
| Participant deferral / active EE | $8,000 | $5,806+37.8% | $5,081+57.5% | $5,609+42.6% |
| Admin fee / account holder | $8 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |