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 | $558,476 | $124,425+348.8% | $112,040+398.5% | $137,256+306.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.74% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $18,395 | $3,411+439.2% | $2,954+522.7% | $4,156+342.6% |
| Participant deferral / active EE | $7,288 | $5,718+27.4% | $5,098+43.0% | $6,407+13.8% |
| Admin fee / account holder | $10 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |