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 | $2,104,299 | $172,111+1122.6% | $150,298+1300.1% | $137,256+1433.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.94% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $25,000 | $4,636+439.2% | $4,154+501.8% | $4,156+501.5% |
| Participant deferral / active EE | $31,000 | $6,166+402.8% | $5,453+468.5% | $6,407+383.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |