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 | $272,228 | $209,832+29.7% | $189,513+43.6% | $167,490+62.5% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 17.85% | 748.27%-730.4pp | 555.15%-537.3pp | 478.56%-460.7pp |
| Employer contribution / active EE | $8,124 | $6,914+17.5% | $6,162+31.9% | $4,837+67.9% |
| Participant deferral / active EE | $7,946 | $8,935-11.1% | $8,221-3.3% | $6,341+25.3% |
| Admin fee / account holder | $81 | $14,293-99.4% | $12,045-99.3% | $12,309-99.3% |