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 | $291,676 | $153,772+89.7% | $133,980+117.7% | $273,961+6.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.67% | 36.51%-31.8pp | 29.30%-24.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $3,305 | $6,029-45.2% | $5,211-36.6% | $4,869-32.1% |
| Participant deferral / active EE | $12,857 | $6,958+84.8% | $6,282+104.7% | $5,287+143.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |