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 | $1,400,632 | $173,345+708.0% | $136,007+929.8% | $145,922+859.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 27.29% | 1163.32%-1136.0pp | 579.32%-552.0pp | 561.29%-534.0pp |
| Employer contribution / active EE | $43,489 | $5,278+723.9% | $4,217+931.4% | $4,660+833.3% |
| Participant deferral / active EE | $30,300 | $8,699+248.3% | $7,025+331.3% | $6,688+353.1% |
| Admin fee / account holder | $99 | $9,954-99.0% | $6,858-98.6% | $13,397-99.3% |