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 | $274,861 | $95,266+188.5% | $82,389+233.6% | $142,382+93.0% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 15.09% | 25.74%-10.6pp | 28.67%-13.6pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,366 | $2,991+12.5% | $2,517+33.7% | $4,299-21.7% |
| Participant deferral / active EE | $6,103 | $4,809+26.9% | $4,155+46.9% | $6,507-6.2% |
| Admin fee / account holder | $17 | $8,563-99.8% | $7,231-99.8% | $12,624-99.9% |