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 | $1,061,676 | $112,096+847.1% | $95,952+1006.5% | $158,922+568.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.27% | 171.09%-154.8pp | 91.61%-75.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $25,156 | $3,198+686.6% | $2,541+890.0% | $4,761+428.4% |
| Participant deferral / active EE | $14,241 | $4,784+197.7% | $4,167+241.8% | $5,982+138.1% |
| Admin fee / account holder | $15 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |