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 | $291,524 | $93,071+213.2% | $74,583+290.9% | $273,961+6.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.89% | 26.18%-19.3pp | 20.47%-13.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $7,837 | $3,160+148.0% | $2,525+210.4% | $4,869+61.0% |
| Participant deferral / active EE | $8,760 | $4,160+110.6% | $3,458+153.3% | $5,287+65.7% |
| Admin fee / account holder | $251 | $5,272-95.2% | $4,138-93.9% | $10,132-97.5% |