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 | $410,761 | $181,894+125.8% | $156,549+162.4% | $273,961+49.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.64% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $9,842 | $6,248+57.5% | $5,501+78.9% | $4,869+102.2% |
| Participant deferral / active EE | $9,404 | $5,550+69.4% | $4,871+93.1% | $5,287+77.9% |
| Admin fee / account holder | $232 | $15,559-98.5% | $13,027-98.2% | $10,132-97.7% |