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 | $251,482 | $106,584+135.9% | $101,326+148.2% | $142,382+76.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.76% | 36.93%-22.2pp | 36.82%-22.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $6,922 | $3,956+75.0% | $3,665+88.8% | $4,299+61.0% |
| Participant deferral / active EE | $9,405 | $8,297+13.4% | $7,994+17.6% | $6,507+44.5% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |