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 | $279,877 | $181,894+53.9% | $156,549+78.8% | $273,961+2.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.99% | 30.74%-19.7pp | 32.23%-21.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $10,083 | $6,248+61.4% | $5,501+83.3% | $4,869+107.1% |
| Participant deferral / active EE | $10,953 | $5,550+97.4% | $4,871+124.9% | $5,287+107.2% |
| Admin fee / account holder | $2 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |