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 | $317,236 | $124,425+155.0% | $112,040+183.1% | $137,256+131.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.28% | 24.72%-8.4pp | 24.52%-8.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $17,654 | $3,411+417.5% | $2,954+497.6% | $4,156+324.8% |
| Participant deferral / active EE | $9,430 | $5,718+64.9% | $5,098+85.0% | $6,407+47.2% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |