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 | $263,018 | $197,591+33.1% | $177,821+47.9% | $158,922+65.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.10% | 58.76%-34.7pp | 48.32%-24.2pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,910 | $6,697-71.5% | $5,918-67.7% | $4,761-59.9% |
| Participant deferral / active EE | $10,167 | $8,405+21.0% | $7,714+31.8% | $5,982+70.0% |
| Admin fee / account holder | $25 | $15,399-99.8% | $12,427-99.8% | $11,246-99.8% |