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 | $1,127,187 | $110,261+922.3% | $95,745+1077.3% | $139,434+708.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.56% | 27.11%-12.5pp | 28.35%-13.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,071 | $3,257-67.1% | $2,835-62.2% | $4,751-77.5% |
| Participant deferral / active EE | $3,000 | $4,676-35.8% | $4,245-29.3% | $6,710-55.3% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |