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 | $267,926 | $102,317+161.9% | $146,958+82.3% | $80,856+231.4% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.2%-5.2pp | 67.6%+9.3pp |
| Annual return | 84.79% | 134.76%-50.0pp | 418.34%-333.5pp | 35.59%+49.2pp |
| Employer contribution / active EE | $2,897 | $3,713-22.0% | $4,933-41.3% | $2,755+5.2% |
| Participant deferral / active EE | $10,676 | $6,644+60.7% | $8,070+32.3% | $4,296+148.5% |
| Admin fee / account holder | $185 | $7,941-97.7% | $12,998-98.6% | $6,918-97.3% |