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 | $2,167,278 | $100,773+2050.6% | $88,946+2336.6% | $142,382+1422.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.66% | 70.18%-55.5pp | 57.82%-43.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $5,840 | $2,918+100.2% | $2,555+128.6% | $4,299+35.8% |
| Participant deferral / active EE | $16,639 | $5,230+218.1% | $4,581+263.2% | $6,507+155.7% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |