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 | $1,027,798 | $209,832+389.8% | $189,513+442.3% | $167,490+513.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.38% | 748.27%-734.9pp | 555.15%-541.8pp | 478.56%-465.2pp |
| Employer contribution / active EE | $34,618 | $6,914+400.7% | $6,162+461.8% | $4,837+615.6% |
| Participant deferral / active EE | $12,000 | $8,935+34.3% | $8,221+46.0% | $6,341+89.2% |
| Admin fee / account holder | $33 | $14,293-99.8% | $12,045-99.7% | $12,309-99.7% |