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 | $1,125,628 | $162,781+591.5% | $133,956+740.3% | $158,922+608.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 9.70% | 41.94%-32.2pp | 45.09%-35.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $19,186 | $4,975+285.6% | $3,919+389.6% | $4,761+303.0% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $28 | $11,736-99.8% | $8,927-99.7% | $11,246-99.7% |