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 | $254,614 | $167,484+52.0% | $151,611+67.9% | $134,475+89.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 15.76% | 7.80%+8.0pp | 3.33%+12.4pp | 417.96%-402.2pp |
| Employer contribution / active EE | $15,346 | $6,829+124.7% | $6,166+148.9% | $4,740+223.8% |
| Participant deferral / active EE | $14,250 | $8,986+58.6% | $8,363+70.4% | $6,400+122.7% |
| Admin fee / account holder | $67 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |