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 | $412,105 | $197,591+108.6% | $177,821+131.8% | $158,922+159.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.30% | 58.76%-41.5pp | 48.32%-31.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,318 | $6,697-50.5% | $5,918-43.9% | $4,761-30.3% |
| Participant deferral / active EE | $5,921 | $8,405-29.6% | $7,714-23.2% | $5,982-1.0% |
| Admin fee / account holder | $94 | $15,399-99.4% | $12,427-99.2% | $11,246-99.2% |