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 | $1,740,959 | $172,478+909.4% | $145,661+1095.2% | $142,382+1122.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 18.26% | 151.09%-132.8pp | 101.46%-83.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $53,550 | $4,899+993.0% | $4,238+1163.7% | $4,299+1145.6% |
| Participant deferral / active EE | $31,000 | $8,348+271.3% | $7,198+330.6% | $6,507+376.4% |
| Admin fee / account holder | $122 | $16,864-99.3% | $12,466-99.0% | $12,624-99.0% |