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 | $1,694,609 | $210,408+705.4% | $153,485+1004.1% | $145,922+1061.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.03% | 13.37%+9.7pp | 15.65%+7.4pp | 561.29%-538.3pp |
| Employer contribution / active EE | $23,150 | $6,048+282.8% | $5,039+359.5% | $4,660+396.8% |
| Participant deferral / active EE | $30,500 | $7,975+282.4% | $6,757+351.4% | $6,688+356.1% |
| Admin fee / account holder | $50 | $19,419-99.7% | $12,724-99.6% | $13,397-99.6% |