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 | $100,970+149.1% | $96,576+160.4% | $137,256+83.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.76% | 38.16%-23.4pp | 38.47%-23.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $6,922 | $3,809+81.7% | $3,553+94.8% | $4,156+66.5% |
| Participant deferral / active EE | $9,405 | $8,286+13.5% | $7,956+18.2% | $6,407+46.8% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |