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 | $250,153 | $117,841+112.3% | $102,423+144.2% | $145,922+71.4% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 18.91% | 31.65%-12.7pp | 29.32%-10.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,834 | $3,615-49.3% | $3,023-39.3% | $4,660-60.6% |
| Participant deferral / active EE | $4,025 | $5,731-29.8% | $5,053-20.3% | $6,688-39.8% |
| Admin fee / account holder | $32 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |