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 4-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 | $252,384 | $209,336+20.6% | $197,124+28.0% | $137,256+83.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.54% | 48.09%-32.5pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,124 | $6,591-52.6% | $6,227-49.8% | $4,156-24.8% |
| Participant deferral / active EE | $8,666 | $9,614-9.9% | $9,135-5.1% | $6,407+35.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |