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 | $335,532 | $197,591+69.8% | $177,821+88.7% | $158,922+111.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 16.81% | 58.76%-41.9pp | 48.32%-31.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $3,056 | $6,697-54.4% | $5,918-48.4% | $4,761-35.8% |
| Participant deferral / active EE | $9,225 | $8,405+9.8% | $7,714+19.6% | $5,982+54.2% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |