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 | $307,539 | $70,606+335.6% | $53,898+470.6% | $142,382+116.0% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 23.97% | 619.81%-595.8pp | 528.60%-504.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,749 | $1,202+45.5% | $932+87.6% | $4,299-59.3% |
| Participant deferral / active EE | $9,610 | $2,364+306.5% | $1,826+426.2% | $6,507+47.7% |
| Admin fee / account holder | $144 | $2,852-94.9% | $2,491-94.2% | $12,624-98.9% |