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 | $1,964,282 | $210,648+832.5% | $177,989+1003.6% | $145,922+1246.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.75% | 385.86%-362.1pp | 294.48%-270.7pp | 561.29%-537.5pp |
| Employer contribution / active EE | $20,250 | $4,565+343.6% | $3,949+412.8% | $4,660+334.6% |
| Participant deferral / active EE | $19,900 | $6,958+186.0% | $6,276+217.1% | $6,688+197.6% |
| Admin fee / account holder | $28 | $12,013-99.8% | $10,363-99.7% | $13,397-99.8% |