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 9-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 | $252,567 | $67,331+275.1% | $60,874+314.9% | $134,475+87.8% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -10.81% | 49.93%-60.7pp | 16.90%-27.7pp | 417.96%-428.8pp |
| Employer contribution / active EE | $17,420 | $3,096+462.6% | $2,701+544.8% | $4,740+267.5% |
| Participant deferral / active EE | $9,980 | $4,538+119.9% | $3,817+161.5% | $6,400+55.9% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |