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 | $309,653 | $116,175+166.5% | $93,606+230.8% | $152,861+102.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 9.79% | 35.96%-26.2pp | 32.76%-23.0pp | 345.32%-335.5pp |
| Employer contribution / active EE | $3,654 | $3,218+13.6% | $2,718+34.4% | $4,762-23.3% |
| Participant deferral / active EE | $14,906 | $4,603+223.8% | $4,069+266.3% | $5,850+154.8% |
| Admin fee / account holder | $50 | $10,748-99.5% | $7,888-99.4% | $11,596-99.6% |