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 | $377,356 | $167,307+125.5% | $143,757+162.5% | $134,475+180.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.69% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $8,002 | $5,619+42.4% | $4,951+61.6% | $4,740+68.8% |
| Participant deferral / active EE | $7,519 | $6,446+16.7% | $5,637+33.4% | $6,400+17.5% |
| Admin fee / account holder | $140 | $18,088-99.2% | $14,673-99.0% | $11,426-98.8% |