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 | $1,077,159 | $175,202+514.8% | $149,673+619.7% | $139,434+672.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.70% | 166.71%-133.0pp | 134.42%-100.7pp | 372.94%-339.2pp |
| Employer contribution / active EE | $13,309 | $5,474+143.1% | $4,818+176.3% | $4,751+180.1% |
| Participant deferral / active EE | $8,100 | $6,519+24.3% | $5,680+42.6% | $6,710+20.7% |
| Admin fee / account holder | $63 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |