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 | $347,632 | $114,381+203.9% | $107,525+223.3% | $142,382+144.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.02% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $6,484 | $4,015+61.5% | $3,754+72.7% | $4,299+50.8% |
| Participant deferral / active EE | $6,862 | $5,564+23.3% | $5,116+34.1% | $6,507+5.4% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |