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 | $456,922 | $167,307+173.1% | $143,757+217.8% | $134,475+239.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.90% | 0.46%-11.4pp | -0.04%-10.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $1,904 | $5,619-66.1% | $4,951-61.5% | $4,740-59.8% |
| Participant deferral / active EE | $9,699 | $6,446+50.5% | $5,637+72.1% | $6,400+51.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |