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 | $1,039,562 | $177,572+485.4% | $154,803+571.5% | $142,382+630.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 31.66% | 65.07%-33.4pp | 58.88%-27.2pp | 217.08%-185.4pp |
| Employer contribution / active EE | $14,849 | $4,810+208.7% | $4,305+244.9% | $4,299+245.4% |
| Participant deferral / active EE | $2,199 | $6,272-64.9% | $5,540-60.3% | $6,507-66.2% |
| Admin fee / account holder | $175 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |