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 7-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 | $540,356 | $183,963+193.7% | $162,163+233.2% | $152,861+253.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.41% | 150.76%-127.4pp | 115.59%-92.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $19,917 | $6,371+212.6% | $5,614+254.8% | $4,762+318.2% |
| Participant deferral / active EE | $9,620 | $8,034+19.7% | $7,298+31.8% | $5,850+64.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |