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 | $321,416 | $185,822+73.0% | $169,993+89.1% | $139,434+130.5% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 39.21% | 60.50%-21.3pp | 53.37%-14.2pp | 372.94%-333.7pp |
| Employer contribution / active EE | $15,111 | $7,590+99.1% | $6,785+122.7% | $4,751+218.1% |
| Participant deferral / active EE | $11,678 | $11,622+0.5% | $10,408+12.2% | $6,710+74.0% |
| Admin fee / account holder | $250 | $15,381-98.4% | $12,815-98.0% | $11,403-97.8% |