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 | $314,373 | $217,402+44.6% | $185,823+69.2% | $167,490+87.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.78% | 148.36%-136.6pp | 122.05%-110.3pp | 478.56%-466.8pp |
| Employer contribution / active EE | $12,456 | $5,873+112.1% | $5,167+141.0% | $4,837+157.5% |
| Participant deferral / active EE | $7,100 | $6,356+11.7% | $5,568+27.5% | $6,341+12.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |