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 5-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 | $1,606,335 | $201,272+698.1% | $184,203+772.0% | $145,922+1000.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.31% | 29.00%-10.7pp | 28.81%-10.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $20,475 | $7,022+191.6% | $6,427+218.6% | $4,660+339.4% |
| Participant deferral / active EE | $34,917 | $9,806+256.1% | $9,131+282.4% | $6,688+422.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |