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 7-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 | $406,397 | $117,841+244.9% | $102,423+296.8% | $145,922+178.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 16.62% | 31.65%-15.0pp | 29.32%-12.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $10,314 | $3,615+185.3% | $3,023+241.2% | $4,660+121.4% |
| Participant deferral / active EE | $19,598 | $5,731+242.0% | $5,053+287.8% | $6,688+193.0% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |