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 4-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 | $1,691,306 | $201,272+740.3% | $184,203+818.2% | $145,922+1059.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.61% | 29.00%-16.4pp | 28.81%-16.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $46,000 | $7,022+555.1% | $6,427+615.7% | $4,660+887.2% |
| Participant deferral / active EE | $25,500 | $9,806+160.0% | $9,131+179.3% | $6,688+281.3% |
| Admin fee / account holder | $296 | $16,364-98.2% | $13,901-97.9% | $13,397-97.8% |