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 | $399,974 | $201,272+98.7% | $184,203+117.1% | $145,922+174.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.27% | 29.00%-10.7pp | 28.81%-10.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $5,467 | $7,022-22.1% | $6,427-14.9% | $4,660+17.3% |
| Participant deferral / active EE | $9,948 | $9,806+1.4% | $9,131+8.9% | $6,688+48.7% |
| Admin fee / account holder | $103 | $16,364-99.4% | $13,901-99.3% | $13,397-99.2% |