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 | $369,494 | $90,503+308.3% | $78,689+369.6% | $273,961+34.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.32% | 75.60%-68.3pp | 62.18%-54.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $4,900 | $3,176+54.3% | $2,851+71.9% | $4,869+0.6% |
| Participant deferral / active EE | $8,309 | $3,901+113.0% | $3,517+136.3% | $5,287+57.2% |
| Admin fee / account holder | $17 | $5,263-99.7% | $4,510-99.6% | $10,132-99.8% |