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 | $323,227 | $154,228+109.6% | $145,433+122.3% | $137,256+135.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.52% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,733 | $4,804-22.3% | $4,554-18.0% | $4,156-10.2% |
| Participant deferral / active EE | $11,129 | $8,216+35.5% | $7,897+40.9% | $6,407+73.7% |
| Admin fee / account holder | $3 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |