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 | $279,616 | $112,881+147.7% | $90,951+207.4% | $158,922+75.9% |
| Participation rate | 78.6% | 74.7%+3.8pp | 69.0%+9.6pp | 82.0%-3.4pp |
| Annual return | 14.20% | 215.79%-201.6pp | 134.60%-120.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,559 | $2,893-11.5% | $2,122+20.6% | $4,761-46.2% |
| Participant deferral / active EE | $6,783 | $4,128+64.3% | $3,373+101.1% | $5,982+13.4% |
| Admin fee / account holder | $12 | $8,041-99.8% | $5,959-99.8% | $11,246-99.9% |