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 | $258,007 | $104,106+147.8% | $71,086+262.9% | $135,375+90.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -9.04% | 1256.30%-1265.3pp | 650.59%-659.6pp | 519.73%-528.8pp |
| Employer contribution / active EE | $3,259 | $1,485+119.5% | $1,088+199.7% | $4,779-31.8% |
| Participant deferral / active EE | $4,131 | $2,527+63.5% | $1,874+120.4% | $5,609-26.3% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |