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 | $264,719 | $102,966+157.1% | $90,281+193.2% | $152,861+73.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.27% | 95.16%-69.9pp | 78.10%-52.8pp | 345.32%-320.0pp |
| Employer contribution / active EE | $6,814 | $3,139+117.1% | $2,854+138.7% | $4,762+43.1% |
| Participant deferral / active EE | $17,543 | $4,281+309.7% | $3,885+351.5% | $5,850+199.9% |
| Admin fee / account holder | $292 | $6,171-95.3% | $5,351-94.5% | $11,596-97.5% |