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 | $1,156,285 | $176,377+555.6% | $134,143+762.0% | $158,922+627.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.44% | 63.63%-55.2pp | 36.33%-27.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $28,500 | $5,040+465.4% | $3,704+669.5% | $4,761+498.6% |
| Participant deferral / active EE | $18,625 | $4,091+355.2% | $3,499+432.3% | $5,982+211.3% |
| Admin fee / account holder | $160 | $8,718-98.2% | $6,684-97.6% | $11,246-98.6% |