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 | $259,932 | $95,266+172.8% | $82,389+215.5% | $142,382+82.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.92% | 25.74%-4.8pp | 28.67%-7.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,302 | $2,991-23.1% | $2,517-8.6% | $4,299-46.5% |
| Participant deferral / active EE | $10,533 | $4,809+119.0% | $4,155+153.5% | $6,507+61.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |