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 | $1,284,113 | $167,307+667.5% | $143,757+793.2% | $134,475+854.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 80.65% | 0.46%+80.2pp | -0.04%+80.7pp | 417.96%-337.3pp |
| Employer contribution / active EE | $15,006 | $5,619+167.1% | $4,951+203.1% | $4,740+216.6% |
| Participant deferral / active EE | $17,307 | $6,446+168.5% | $5,637+207.0% | $6,400+170.4% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |