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 | $362,604 | $99,032+266.1% | $80,019+353.1% | $135,375+167.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 6.24% | 15.39%-9.1pp | 11.22%-5.0pp | 519.73%-513.5pp |
| Employer contribution / active EE | $2,776 | $3,043-8.8% | $2,468+12.5% | $4,779-41.9% |
| Participant deferral / active EE | $10,913 | $4,282+154.8% | $3,686+196.1% | $5,609+94.6% |
| Admin fee / account holder | $94 | $10,436-99.1% | $6,521-98.6% | $10,827-99.1% |