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 | $500,356 | $183,963+172.0% | $162,163+208.6% | $152,861+227.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.49% | 150.76%-130.3pp | 115.59%-95.1pp | 345.32%-324.8pp |
| Employer contribution / active EE | $12,042 | $6,371+89.0% | $5,614+114.5% | $4,762+152.9% |
| Participant deferral / active EE | $13,169 | $8,034+63.9% | $7,298+80.4% | $5,850+125.1% |
| Admin fee / account holder | $31 | $13,121-99.8% | $10,843-99.7% | $11,596-99.7% |