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 | $687,436 | $198,466+246.4% | $170,442+303.3% | $147,584+365.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.48% | 257.29%-234.8pp | 205.93%-183.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $11,907 | $6,184+92.6% | $5,433+119.2% | $4,876+144.2% |
| Participant deferral / active EE | $7,634 | $5,629+35.6% | $4,939+54.6% | $5,439+40.4% |
| Admin fee / account holder | $48 | $16,852-99.7% | $13,880-99.7% | $10,885-99.6% |