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 | $1,084,869 | $157,256+589.9% | $141,162+668.5% | $152,861+609.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.57% | 64.32%-34.8pp | 71.39%-41.8pp | 345.32%-315.7pp |
| Employer contribution / active EE | $27,299 | $5,261+418.9% | $4,735+476.5% | $4,762+473.2% |
| Participant deferral / active EE | $18,223 | $7,109+156.3% | $6,709+171.6% | $5,850+211.5% |
| Admin fee / account holder | $38 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |