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 | $800,885 | $99,020+708.8% | $86,590+824.9% | $147,584+442.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.38% | 1312.34%-1290.0pp | 964.84%-942.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $37,214 | $3,132+1088.2% | $2,839+1210.7% | $4,876+663.2% |
| Participant deferral / active EE | $23,375 | $3,972+488.5% | $3,609+547.8% | $5,439+329.8% |
| Admin fee / account holder | $12 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |