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 | $350,590 | $178,174+96.8% | $156,181+124.5% | $137,256+155.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 16.40% | 84.19%-67.8pp | 64.87%-48.5pp | 220.34%-203.9pp |
| Employer contribution / active EE | $7,814 | $4,972+57.2% | $4,294+82.0% | $4,156+88.0% |
| Participant deferral / active EE | $7,062 | $6,888+2.5% | $6,132+15.2% | $6,407+10.2% |
| Admin fee / account holder | $91 | $17,404-99.5% | $14,586-99.4% | $12,270-99.3% |