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 | $1,223,507 | $209,411+484.3% | $178,490+585.5% | $158,922+669.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 65.91% | 188.75%-122.8pp | 151.07%-85.2pp | 302.83%-236.9pp |
| Employer contribution / active EE | $4,696 | $5,706-17.7% | $5,011-6.3% | $4,761-1.4% |
| Participant deferral / active EE | $13,928 | $5,954+133.9% | $5,202+167.8% | $5,982+132.8% |
| Admin fee / account holder | $6 | $17,074-100.0% | $13,984-100.0% | $11,246-99.9% |