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 | $271,384 | $105,630+156.9% | $87,507+210.1% | $273,961-0.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 1.36% | 12.25%-10.9pp | 12.21%-10.8pp | 41.45%-40.1pp |
| Employer contribution / active EE | $3,233 | $3,141+2.9% | $2,550+26.8% | $4,869-33.6% |
| Participant deferral / active EE | $4,938 | $3,601+37.1% | $3,149+56.8% | $5,287-6.6% |
| Admin fee / account holder | $8 | $4,781-99.8% | $4,221-99.8% | $10,132-99.9% |