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 | $464,378 | $106,584+335.7% | $101,326+358.3% | $142,382+226.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.93% | 36.93%-23.0pp | 36.82%-22.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,405 | $3,956+36.6% | $3,665+47.5% | $4,299+25.7% |
| Participant deferral / active EE | $20,656 | $8,297+149.0% | $7,994+158.4% | $6,507+217.4% |
| Admin fee / account holder | $3 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |