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 | $278,718 | $215,361+29.4% | $171,082+62.9% | $273,961+1.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.42% | 25.14%-18.7pp | 32.56%-26.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $13,795 | $4,967+177.7% | $4,002+244.7% | $4,869+183.3% |
| Participant deferral / active EE | $10,640 | $5,543+91.9% | $4,797+121.8% | $5,287+101.2% |
| Admin fee / account holder | $6 | $10,846-99.9% | $8,520-99.9% | $10,132-99.9% |