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 | $1,042,132 | $118,450+779.8% | $98,439+958.7% | $139,434+647.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.05% | 18.94%+0.1pp | 21.16%-2.1pp | 372.94%-353.9pp |
| Employer contribution / active EE | $36,414 | $3,609+908.9% | $3,048+1094.7% | $4,751+666.5% |
| Participant deferral / active EE | $15,000 | $5,392+178.2% | $4,738+216.6% | $6,710+123.5% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |