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 | $278,661 | $103,376+169.6% | $87,100+219.9% | $152,861+82.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.77% | 28.10%-6.3pp | 28.19%-6.4pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,154 | $3,220-33.1% | $2,521-14.6% | $4,762-54.8% |
| Participant deferral / active EE | $7,335 | $4,778+53.5% | $4,049+81.2% | $5,850+25.4% |
| Admin fee / account holder | $248 | $12,205-98.0% | $7,497-96.7% | $11,596-97.9% |