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 | $316,779 | $105,630+199.9% | $87,507+262.0% | $273,961+15.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.77% | 12.25%-4.5pp | 12.21%-4.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $6,240 | $3,141+98.7% | $2,550+144.7% | $4,869+28.2% |
| Participant deferral / active EE | $23,100 | $3,601+541.5% | $3,149+633.6% | $5,287+336.9% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |