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 | $382,594 | $211,958+80.5% | $169,463+125.8% | $135,375+182.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.80% | 3.26%-1.5pp | 1.83%0pp | 519.73%-517.9pp |
| Employer contribution / active EE | $14,299 | $5,120+179.3% | $4,159+243.8% | $4,779+199.2% |
| Participant deferral / active EE | $8,561 | $6,075+40.9% | $5,277+62.2% | $5,609+52.6% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |