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 | $1,001,763 | $179,726+457.4% | $156,263+541.1% | $142,382+603.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.35% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $12,432 | $5,069+145.2% | $4,333+186.9% | $4,299+189.2% |
| Participant deferral / active EE | $18,417 | $6,956+164.8% | $6,158+199.1% | $6,507+183.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |