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 7-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 | $2,465,853 | $117,983+1990.0% | $101,794+2322.4% | $142,382+1631.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 37.80% | 36.92%+0.9pp | 30.53%+7.3pp | 217.08%-179.3pp |
| Employer contribution / active EE | $45,700 | $2,773+1548.2% | $2,289+1896.6% | $4,299+963.0% |
| Participant deferral / active EE | $30,500 | $4,714+547.1% | $4,084+646.8% | $6,507+368.7% |
| Admin fee / account holder | $10 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |