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 | $379,590 | $209,832+80.9% | $189,513+100.3% | $167,490+126.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 28.67% | 748.27%-719.6pp | 555.15%-526.5pp | 478.56%-449.9pp |
| Employer contribution / active EE | $28,875 | $6,914+317.6% | $6,162+368.6% | $4,837+496.9% |
| Participant deferral / active EE | $19,500 | $8,935+118.2% | $8,221+137.2% | $6,341+207.5% |
| Admin fee / account holder | $91 | $14,293-99.4% | $12,045-99.2% | $12,309-99.3% |