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 | $283,270 | $135,952+108.4% | $123,892+128.6% | $273,961+3.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.69% | 56.63%-51.9pp | 47.52%-42.8pp | 41.45%-36.8pp |
| Employer contribution / active EE | $22,613 | $5,170+337.4% | $4,617+389.8% | $4,869+364.5% |
| Participant deferral / active EE | $12,400 | $6,343+95.5% | $5,984+107.2% | $5,287+134.5% |
| Admin fee / account holder | $33 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |