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 | $1,064,691 | $111,814+852.2% | $103,374+929.9% | $145,959+629.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.75% | 24.77%-15.0pp | 24.89%-15.1pp | 561.95%-552.2pp |
| Employer contribution / active EE | $21,592 | $4,214+412.4% | $3,869+458.0% | $4,661+363.3% |
| Participant deferral / active EE | $30,500 | $5,618+442.9% | $5,058+503.0% | $6,689+356.0% |
| Admin fee / account holder | $30 | $9,754-99.7% | $8,394-99.6% | $13,398-99.8% |