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 | $1,710,550 | $159,602+971.8% | $150,045+1040.0% | $142,382+1101.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.56% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $17,246 | $4,961+247.7% | $4,693+267.5% | $4,299+301.1% |
| Participant deferral / active EE | $5,350 | $8,310-35.6% | $7,997-33.1% | $6,507-17.8% |
| Admin fee / account holder | $193 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |