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 | $545,615 | $96,956+462.7% | $70,014+679.3% | $273,961+99.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.70% | 12.93%-7.2pp | 12.99%-7.3pp | 41.45%-35.8pp |
| Employer contribution / active EE | $5,000 | $3,316+50.8% | $2,338+113.8% | $4,869+2.7% |
| Participant deferral / active EE | $10,000 | $3,744+167.1% | $2,931+241.2% | $5,287+89.1% |
| Admin fee / account holder | -$325 | $7,934-104.1% | $4,380-107.4% | $10,132-103.2% |