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 | $282,302 | $198,466+42.2% | $170,442+65.6% | $147,584+91.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.28% | 257.29%-243.0pp | 205.93%-191.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $12,798 | $6,184+107.0% | $5,433+135.6% | $4,876+162.4% |
| Participant deferral / active EE | $5,908 | $5,629+4.9% | $4,939+19.6% | $5,439+8.6% |
| Admin fee / account holder | $266 | $16,852-98.4% | $13,880-98.1% | $10,885-97.6% |