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 | $589,346 | $99,341+493.3% | $84,750+595.4% | $273,961+115.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.66% | 22.93%-18.3pp | 22.78%-18.1pp | 41.45%-36.8pp |
| Employer contribution / active EE | $24,760 | $4,214+487.6% | $3,574+592.7% | $4,869+408.6% |
| Participant deferral / active EE | $19,350 | $4,269+353.2% | $3,712+421.3% | $5,287+266.0% |
| Admin fee / account holder | $25 | $6,644-99.6% | $5,332-99.5% | $10,132-99.8% |