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 | $387,734 | $167,484+131.5% | $151,611+155.7% | $134,475+188.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 3.20% | 7.80%-4.6pp | 3.33%-0.1pp | 417.96%-414.8pp |
| Employer contribution / active EE | $17,516 | $6,829+156.5% | $6,166+184.1% | $4,740+269.6% |
| Participant deferral / active EE | $12,600 | $8,986+40.2% | $8,363+50.7% | $6,400+96.9% |
| Admin fee / account holder | $151 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |