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 | $399,498 | $217,402+83.8% | $185,823+115.0% | $167,490+138.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.53% | 148.36%-134.8pp | 122.05%-108.5pp | 478.56%-465.0pp |
| Employer contribution / active EE | $19,601 | $5,873+233.7% | $5,167+279.3% | $4,837+305.2% |
| Participant deferral / active EE | $17,333 | $6,356+172.7% | $5,568+211.3% | $6,341+173.3% |
| Admin fee / account holder | $215 | $19,811-98.9% | $16,237-98.7% | $12,309-98.3% |