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 | $99,877+1182.7% | $84,966+1407.8% | $145,922+778.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.96% | 83.76%-59.8pp | 66.38%-42.4pp | 561.29%-537.3pp |
| Employer contribution / active EE | $8,209 | $3,231+154.0% | $2,727+201.0% | $4,660+76.2% |
| Participant deferral / active EE | $23,393 | $5,291+342.2% | $4,519+417.6% | $6,688+249.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |