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 8-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 | $1,181,042 | $185,822+535.6% | $169,993+594.8% | $139,434+747.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.26% | 60.50%-41.2pp | 53.37%-34.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $9,163 | $7,590+20.7% | $6,785+35.0% | $4,751+92.9% |
| Participant deferral / active EE | $21,075 | $11,622+81.3% | $10,408+102.5% | $6,710+214.1% |
| Admin fee / account holder | $7 | $15,381-100.0% | $12,815-99.9% | $11,403-99.9% |