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 | $1,143,065 | $185,822+515.1% | $169,993+572.4% | $139,434+719.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.49% | 60.50%-43.0pp | 53.37%-35.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $26,980 | $7,590+255.5% | $6,785+297.6% | $4,751+467.9% |
| Participant deferral / active EE | $25,000 | $11,622+115.1% | $10,408+140.2% | $6,710+272.6% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |