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 6-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 | $616,219 | $109,817+461.1% | $98,442+526.0% | $167,490+267.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 367.24% | 1956.69%-1589.5pp | 1492.73%-1125.5pp | 478.56%-111.3pp |
| Employer contribution / active EE | $11,419 | $3,224+254.2% | $2,960+285.8% | $4,837+136.1% |
| Participant deferral / active EE | $8,986 | $4,673+92.3% | $4,276+110.1% | $6,341+41.7% |
| Admin fee / account holder | $24 | $6,753-99.6% | $5,949-99.6% | $12,309-99.8% |