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 | $370,077 | $181,894+103.5% | $156,549+136.4% | $273,961+35.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.34% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $14,213 | $6,248+127.5% | $5,501+158.4% | $4,869+191.9% |
| Participant deferral / active EE | $10,730 | $5,550+93.3% | $4,871+120.3% | $5,287+102.9% |
| Admin fee / account holder | $17 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |