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 | $422,759 | $181,894+132.4% | $156,549+170.0% | $273,961+54.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.60% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $11,523 | $6,248+84.4% | $5,501+109.5% | $4,869+136.7% |
| Participant deferral / active EE | $6,956 | $5,550+25.3% | $4,871+42.8% | $5,287+31.6% |
| Admin fee / account holder | $284 | $15,559-98.2% | $13,027-97.8% | $10,132-97.2% |