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 | $301,646 | $127,065+137.4% | $113,168+166.5% | $142,382+111.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 23.13% | 24.03%-0.9pp | 24.27%-1.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $5,195 | $3,442+50.9% | $2,975+74.6% | $4,299+20.8% |
| Participant deferral / active EE | $9,669 | $5,716+69.1% | $5,107+89.3% | $6,507+48.6% |
| Admin fee / account holder | $153 | $15,736-99.0% | $12,068-98.7% | $12,624-98.8% |