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 | $258,758 | $147,167+75.8% | $111,392+132.3% | $135,375+91.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -6.26% | -4.44%-1.8pp | -2.06%-4.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $11,960 | $5,204+129.8% | $4,328+176.4% | $4,779+150.3% |
| Participant deferral / active EE | $11,332 | $6,565+72.6% | $5,567+103.5% | $5,609+102.0% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |