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 | $324,905 | $90,503+259.0% | $78,689+312.9% | $273,961+18.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.53% | 75.60%-68.1pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $4,500 | $3,176+41.7% | $2,851+57.9% | $4,869-7.6% |
| Participant deferral / active EE | $12,450 | $3,901+219.1% | $3,517+254.0% | $5,287+135.5% |
| Admin fee / account holder | $41 | $5,263-99.2% | $4,510-99.1% | $10,132-99.6% |