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 | $347,484 | $160,055+117.1% | $140,016+148.2% | $135,375+156.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | 19.85% | 911.38%-891.5pp | 651.12%-631.3pp | 519.73%-499.9pp |
| Employer contribution / active EE | $9,086 | $6,420+41.5% | $5,606+62.1% | $4,779+90.1% |
| Participant deferral / active EE | $4,533 | $7,642-40.7% | $6,927-34.6% | $5,609-19.2% |
| Admin fee / account holder | $50 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |