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 | $507,688 | $93,071+445.5% | $74,583+580.7% | $273,961+85.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.26% | 26.18%-18.9pp | 20.47%-13.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $7,326 | $3,160+131.9% | $2,525+190.1% | $4,869+50.5% |
| Participant deferral / active EE | $12,338 | $4,160+196.6% | $3,458+256.8% | $5,287+133.4% |
| Admin fee / account holder | $7 | $5,272-99.9% | $4,138-99.8% | $10,132-99.9% |