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 | $346,068 | $159,602+116.8% | $150,045+130.6% | $142,382+143.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.19% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $943 | $4,961-81.0% | $4,693-79.9% | $4,299-78.1% |
| Participant deferral / active EE | $9,756 | $8,310+17.4% | $7,997+22.0% | $6,507+49.9% |
| Admin fee / account holder | $60 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |