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 | $346,601 | $173,345+99.9% | $136,007+154.8% | $145,922+137.5% |
| Participation rate | 94.4% | 80.5%+14.0pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | 18.06% | 1163.32%-1145.3pp | 579.32%-561.3pp | 561.29%-543.2pp |
| Employer contribution / active EE | $11,650 | $5,278+120.7% | $4,217+176.3% | $4,660+150.0% |
| Participant deferral / active EE | $17,370 | $8,699+99.7% | $7,025+147.3% | $6,688+159.7% |
| Admin fee / account holder | $30 | $9,954-99.7% | $6,858-99.6% | $13,397-99.8% |