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 | $1,135,016 | $183,519+518.5% | $155,509+629.9% | $145,922+677.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.76% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.5pp |
| Employer contribution / active EE | $26,972 | $5,313+407.7% | $4,672+477.2% | $4,660+478.8% |
| Participant deferral / active EE | $31,200 | $6,462+382.8% | $5,626+454.6% | $6,688+366.5% |
| Admin fee / account holder | $30 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |