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 | $424,032 | $180,449+135.0% | $154,107+175.2% | $135,375+213.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -2.53% | 888.09%-890.6pp | 735.12%-737.6pp | 519.73%-522.3pp |
| Employer contribution / active EE | $1,752 | $6,035-71.0% | $5,298-66.9% | $4,779-63.3% |
| Participant deferral / active EE | $3,490 | $5,806-39.9% | $5,081-31.3% | $5,609-37.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |