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 | $1,093,283 | $812,020+34.6% | $689,286+58.6% | $350,135+212.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.3%+25.7pp | 79.0%+21.0pp |
| Annual return | 37.17% | 12.53%+24.6pp | 12.52%+24.6pp | 11.86%+25.3pp |
| Employer contribution / active EE | $18,667 | $18,679-0.1% | $16,865+10.7% | $12,925+44.4% |
| Participant deferral / active EE | $0 | $1,219-100.0% | $1,207-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $14,679-100.0% | $12,748-100.0% | $23,717-100.0% |