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 | $689,316 | $106,584+546.7% | $101,326+580.3% | $142,382+384.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 18.89% | 36.93%-18.0pp | 36.82%-17.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,913 | $3,956-1.1% | $3,665+6.7% | $4,299-9.0% |
| Participant deferral / active EE | $9,860 | $8,297+18.8% | $7,994+23.3% | $6,507+51.5% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |