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 | $1,043,352 | $95,266+995.2% | $82,389+1166.4% | $142,382+632.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.25% | 25.74%-8.5pp | 28.67%-11.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $19,990 | $2,991+568.3% | $2,517+694.2% | $4,299+365.0% |
| Participant deferral / active EE | $11,656 | $4,809+142.4% | $4,155+180.6% | $6,507+79.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |