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 | $269,465 | $177,572+51.7% | $154,803+74.1% | $142,382+89.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 18.13% | 65.07%-46.9pp | 58.88%-40.8pp | 217.08%-198.9pp |
| Employer contribution / active EE | $7,406 | $4,810+54.0% | $4,305+72.0% | $4,299+72.3% |
| Participant deferral / active EE | $4,650 | $6,272-25.9% | $5,540-16.1% | $6,507-28.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |