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 | $1,128,769 | $117,841+857.9% | $102,423+1002.1% | $145,922+673.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.53% | 31.65%-21.1pp | 29.32%-18.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $36,865 | $3,615+919.9% | $3,023+1119.4% | $4,660+691.2% |
| Participant deferral / active EE | $20,384 | $5,731+255.7% | $5,053+303.4% | $6,688+204.8% |
| Admin fee / account holder | $24 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |