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 | $396,181 | $167,484+136.5% | $151,611+161.3% | $134,475+194.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.78% | 7.80%-23.6pp | 3.33%-19.1pp | 417.96%-433.7pp |
| Employer contribution / active EE | $15,337 | $6,829+124.6% | $6,166+148.7% | $4,740+223.6% |
| Participant deferral / active EE | $11,951 | $8,986+33.0% | $8,363+42.9% | $6,400+86.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |