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 | $1,266,175 | $126,574+900.3% | $106,213+1092.1% | $145,922+767.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.76% | 224.79%-208.0pp | 116.14%-99.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $34,142 | $3,730+815.2% | $3,171+976.5% | $4,660+632.7% |
| Participant deferral / active EE | $15,250 | $5,724+166.4% | $5,016+204.0% | $6,688+128.0% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |