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 | $291,301 | $93,071+213.0% | $74,583+290.6% | $273,961+6.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.92% | 26.18%-20.3pp | 20.47%-14.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $15,142 | $3,160+379.2% | $2,525+499.7% | $4,869+211.0% |
| Participant deferral / active EE | $17,870 | $4,160+329.6% | $3,458+416.8% | $5,287+238.0% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |