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 | $345,053 | $167,484+106.0% | $151,611+127.6% | $134,475+156.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.66% | 7.80%-6.1pp | 3.33%-1.7pp | 417.96%-416.3pp |
| Employer contribution / active EE | $7,797 | $6,829+14.2% | $6,166+26.4% | $4,740+64.5% |
| Participant deferral / active EE | $11,092 | $8,986+23.4% | $8,363+32.6% | $6,400+73.3% |
| Admin fee / account holder | $109 | $13,783-99.2% | $11,616-99.1% | $11,426-99.0% |