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 4-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 | $516,784 | $163,101+216.8% | $136,749+277.9% | $142,382+263.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 307.32% | 27.54%+279.8pp | 24.33%+283.0pp | 217.08%+90.2pp |
| Employer contribution / active EE | $18,094 | $4,117+339.5% | $3,400+432.3% | $4,299+320.9% |
| Participant deferral / active EE | $11,563 | $5,585+107.0% | $4,692+146.4% | $6,507+77.7% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |