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 | $254,937 | $138,065+84.7% | $123,544+106.4% | $135,375+88.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.02% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,430 | $5,151-33.4% | $4,628-25.9% | $4,779-28.2% |
| Participant deferral / active EE | $8,233 | $6,799+21.1% | $6,426+28.1% | $5,609+46.8% |
| Admin fee / account holder | $184 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |