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 | $519,485 | $96,305+439.4% | $80,569+544.8% | $139,434+272.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 10.91% | 1350.08%-1339.2pp | 935.43%-924.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $6,994 | $3,262+114.4% | $2,723+156.8% | $4,751+47.2% |
| Participant deferral / active EE | $18,541 | $5,232+254.4% | $4,447+316.9% | $6,710+176.3% |
| Admin fee / account holder | $14 | $6,599-99.8% | $5,377-99.7% | $11,403-99.9% |