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 | $259,213 | $56,897+355.6% | $84,750+205.9% | $62,891+312.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.05% | 6.30%+0.7pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $6,605 | $2,400+175.2% | $3,574+84.8% | $2,281+189.6% |
| Participant deferral / active EE | $3,843 | $2,709+41.8% | $3,712+3.5% | $3,203+20.0% |
| Admin fee / account holder | $10 | $3,581-99.7% | $5,332-99.8% | $4,296-99.8% |