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 | $299,035 | $106,584+180.6% | $101,326+195.1% | $142,382+110.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.07% | 36.93%-21.9pp | 36.82%-21.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,175 | $3,956-19.8% | $3,665-13.4% | $4,299-26.2% |
| Participant deferral / active EE | $8,815 | $8,297+6.2% | $7,994+10.3% | $6,507+35.5% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |