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 | $1,155,948 | $209,336+452.2% | $197,124+486.4% | $137,256+742.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.66% | 48.09%-27.4pp | 44.34%-23.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,288 | $6,591-34.9% | $6,227-31.2% | $4,156+3.2% |
| Participant deferral / active EE | $16,144 | $9,614+67.9% | $9,135+76.7% | $6,407+152.0% |
| Admin fee / account holder | $11 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |