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 | $436,234 | $99,341+339.1% | $84,750+414.7% | $273,961+59.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.13% | 22.93%-17.8pp | 22.78%-17.7pp | 41.45%-36.3pp |
| Employer contribution / active EE | $46,347 | $4,214+999.9% | $3,574+1196.7% | $4,869+851.9% |
| Participant deferral / active EE | $22,150 | $4,269+418.8% | $3,712+496.8% | $5,287+319.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |