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 | $1,028,511 | $203,436+405.6% | $152,466+574.6% | $167,490+514.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 19.18% | 13.80%+5.4pp | 757.33%-738.2pp | 478.56%-459.4pp |
| Employer contribution / active EE | $3,125 | $5,220-40.1% | $4,327-27.8% | $4,837-35.4% |
| Participant deferral / active EE | $0 | $6,716-100.0% | $5,820-100.0% | $6,341-100.0% |
| Admin fee / account holder | $5 | $22,506-100.0% | $15,805-100.0% | $12,309-100.0% |