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 | $1,173,513 | $142,405+724.1% | $115,157+919.1% | $152,861+667.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 29.55% | 41.48%-11.9pp | 35.60%-6.0pp | 345.32%-315.8pp |
| Employer contribution / active EE | $2,415 | $4,010-39.8% | $3,179-24.0% | $4,762-49.3% |
| Participant deferral / active EE | $22,000 | $5,164+326.0% | $4,168+427.8% | $5,850+276.1% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |