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 | $265,346 | $106,515+149.1% | $96,683+174.4% | $139,434+90.3% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 19.19% | 38.43%-19.2pp | 35.69%-16.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,753 | $4,103-57.3% | $3,737-53.1% | $4,751-63.1% |
| Participant deferral / active EE | $5,316 | $5,454-2.5% | $4,878+9.0% | $6,710-20.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |