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 | $1,047,238 | $183,519+470.6% | $155,509+573.4% | $145,922+617.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.99% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $9,329 | $5,313+75.6% | $4,672+99.7% | $4,660+100.2% |
| Participant deferral / active EE | $10,313 | $6,462+59.6% | $5,626+83.3% | $6,688+54.2% |
| Admin fee / account holder | $78 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |