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 | $366,268 | $153,772+138.2% | $133,980+173.4% | $273,961+33.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.08% | 36.51%-26.4pp | 29.30%-19.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $4,372 | $6,029-27.5% | $5,211-16.1% | $4,869-10.2% |
| Participant deferral / active EE | $22,000 | $6,958+216.2% | $6,282+250.2% | $5,287+316.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |