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 | $1,005,457 | $106,584+843.4% | $101,326+892.3% | $142,382+606.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.25% | 36.93%-20.7pp | 36.82%-20.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $31,524 | $3,956+696.9% | $3,665+760.1% | $4,299+633.3% |
| Participant deferral / active EE | $57,000 | $8,297+587.0% | $7,994+613.0% | $6,507+776.0% |
| Admin fee / account holder | $210 | $11,446-98.2% | $11,185-98.1% | $12,624-98.3% |