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 | $1,124,867 | $192,717+483.7% | $142,449+689.7% | $139,434+706.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 10.42% | 17.99%-7.6pp | 19.99%-9.6pp | 372.94%-362.5pp |
| Employer contribution / active EE | $18,573 | $5,806+219.9% | $4,847+283.2% | $4,751+290.9% |
| Participant deferral / active EE | $0 | $7,208-100.0% | $6,283-100.0% | $6,710-100.0% |
| Admin fee / account holder | $10 | $15,124-99.9% | $10,011-99.9% | $11,403-99.9% |