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 | $318,716 | $197,591+61.3% | $177,821+79.2% | $158,922+100.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.98% | 58.76%-45.8pp | 48.32%-35.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $16,459 | $6,697+145.8% | $5,918+178.1% | $4,761+245.7% |
| Participant deferral / active EE | $14,234 | $8,405+69.3% | $7,714+84.5% | $5,982+137.9% |
| Admin fee / account holder | $162 | $15,399-98.9% | $12,427-98.7% | $11,246-98.6% |