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 | $431,167 | $153,772+180.4% | $133,980+221.8% | $273,961+57.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.70% | 36.51%-28.8pp | 29.30%-21.6pp | 41.45%-33.7pp |
| Employer contribution / active EE | $4,000 | $6,029-33.7% | $5,211-23.2% | $4,869-17.8% |
| Participant deferral / active EE | $12,049 | $6,958+73.2% | $6,282+91.8% | $5,287+127.9% |
| Admin fee / account holder | $44 | $11,765-99.6% | $9,324-99.5% | $10,132-99.6% |