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 | $536,189 | $153,772+248.7% | $133,980+300.2% | $273,961+95.7% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 8.42% | 36.51%-28.1pp | 29.30%-20.9pp | 41.45%-33.0pp |
| Employer contribution / active EE | $12,074 | $6,029+100.3% | $5,211+131.7% | $4,869+148.0% |
| Participant deferral / active EE | $8,785 | $6,958+26.3% | $6,282+39.8% | $5,287+66.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |