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 | $2,178,420 | $176,056+1137.3% | $159,436+1266.3% | $167,490+1200.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.65% | 331.75%-306.1pp | 263.57%-237.9pp | 478.56%-452.9pp |
| Employer contribution / active EE | $1,902 | $5,297-64.1% | $4,829-60.6% | $4,837-60.7% |
| Participant deferral / active EE | $15,510 | $7,750+100.1% | $7,352+111.0% | $6,341+144.6% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |