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 6-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 | $1,009,912 | $72,071+1301.3% | $68,368+1377.2% | $137,256+635.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.69% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,840 | $2,788+37.7% | $2,649+45.0% | $4,156-7.6% |
| Participant deferral / active EE | $30,500 | $4,410+591.6% | $4,123+639.8% | $6,407+376.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |