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 | $344,814 | $232,540+48.3% | $185,117+86.3% | $147,584+133.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.52% | 43.03%-24.5pp | 40.50%-22.0pp | 578.55%-560.0pp |
| Employer contribution / active EE | $12,471 | $5,195+140.0% | $4,182+198.2% | $4,876+155.7% |
| Participant deferral / active EE | $13,980 | $5,834+139.6% | $5,045+177.1% | $5,439+157.0% |
| Admin fee / account holder | $7 | $10,275-99.9% | $8,159-99.9% | $10,885-99.9% |