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 | $1,061,864 | $210,408+404.7% | $153,485+591.8% | $145,922+627.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.66% | 13.37%-1.7pp | 15.65%-4.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $21,664 | $6,048+258.2% | $5,039+330.0% | $4,660+364.9% |
| Participant deferral / active EE | $15,760 | $7,975+97.6% | $6,757+133.2% | $6,688+135.7% |
| Admin fee / account holder | $0 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |