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 | $337,693 | $99,341+239.9% | $84,750+298.5% | $273,961+23.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.17% | 22.93%-17.8pp | 22.78%-17.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $14,932 | $4,214+254.4% | $3,574+317.8% | $4,869+206.7% |
| Participant deferral / active EE | $13,991 | $4,269+227.7% | $3,712+276.9% | $5,287+164.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |