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 | $1,676,740 | $159,901+948.6% | $146,958+1041.0% | $145,922+1049.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.04% | 98.13%-66.1pp | 418.34%-386.3pp | 561.29%-529.2pp |
| Employer contribution / active EE | $43,500 | $5,286+722.9% | $4,933+781.8% | $4,660+833.6% |
| Participant deferral / active EE | $26,000 | $8,428+208.5% | $8,070+222.2% | $6,688+288.8% |
| Admin fee / account holder | $120 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |