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 | $1,198,856 | $154,228+677.3% | $145,433+724.3% | $137,256+773.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.00% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $5,375 | $4,804+11.9% | $4,554+18.0% | $4,156+29.3% |
| Participant deferral / active EE | $15,599 | $8,216+89.9% | $7,897+97.5% | $6,407+143.5% |
| Admin fee / account holder | $291 | $14,344-98.0% | $13,129-97.8% | $12,270-97.6% |