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 | $1,327,912 | $109,904+1108.2% | $97,167+1266.6% | $145,959+809.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.21% | 243.43%-223.2pp | 75.27%-55.1pp | 561.95%-541.7pp |
| Employer contribution / active EE | $40,083 | $3,084+1199.5% | $2,729+1368.7% | $4,661+760.0% |
| Participant deferral / active EE | $26,950 | $4,676+476.4% | $4,264+532.1% | $6,689+302.9% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |