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 | $501,457 | $297,529+68.5% | $246,525+103.4% | $357,791+40.2% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 22.80% | -2.25%+25.1pp | 0.46%+22.3pp | 396.79%-374.0pp |
| Employer contribution / active EE | $19,573 | $8,709+124.7% | $7,467+162.1% | $7,508+160.7% |
| Participant deferral / active EE | $14,235 | $6,076+134.3% | $5,422+162.5% | $5,521+157.9% |
| Admin fee / account holder | $0 | $16,212-100.0% | $16,551-100.0% | $28,387-100.0% |