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 | $364,820 | $153,772+137.2% | $133,980+172.3% | $273,961+33.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.22% | 36.51%-21.3pp | 29.30%-14.1pp | 41.45%-26.2pp |
| Employer contribution / active EE | $12,832 | $6,029+112.8% | $5,211+146.2% | $4,869+163.6% |
| Participant deferral / active EE | $13,358 | $6,958+92.0% | $6,282+112.6% | $5,287+152.7% |
| Admin fee / account holder | $183 | $11,765-98.4% | $9,324-98.0% | $10,132-98.2% |