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 | $427,836 | $183,592+133.0% | $155,567+175.0% | $145,959+193.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.35% | 61.24%-49.9pp | 64.74%-53.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,086 | $5,315-79.6% | $4,674-76.8% | $4,661-76.7% |
| Participant deferral / active EE | $6,800 | $6,464+5.2% | $5,628+20.8% | $6,689+1.7% |
| Admin fee / account holder | $168 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |