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 | $1,281,144 | $99,921+1182.2% | $85,009+1407.1% | $145,959+777.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.96% | 83.89%-59.9pp | 66.47%-42.5pp | 561.95%-538.0pp |
| Employer contribution / active EE | $8,209 | $3,233+153.9% | $2,728+200.9% | $4,661+76.1% |
| Participant deferral / active EE | $23,393 | $5,293+342.0% | $4,522+417.4% | $6,689+249.8% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |