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 | $322,240 | $162,781+98.0% | $133,956+140.6% | $158,922+102.8% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 15.92% | 41.94%-26.0pp | 45.09%-29.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,373 | $4,975-52.3% | $3,919-39.4% | $4,761-50.2% |
| Participant deferral / active EE | $6,164 | $5,911+4.3% | $5,048+22.1% | $5,982+3.0% |
| Admin fee / account holder | $12 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |