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 | $264,366 | $217,402+21.6% | $185,823+42.3% | $167,490+57.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.73% | 148.36%-124.6pp | 122.05%-98.3pp | 478.56%-454.8pp |
| Employer contribution / active EE | $8,658 | $5,873+47.4% | $5,167+67.6% | $4,837+79.0% |
| Participant deferral / active EE | $5,439 | $6,356-14.4% | $5,568-2.3% | $6,341-14.2% |
| Admin fee / account holder | $153 | $19,811-99.2% | $16,237-99.1% | $12,309-98.8% |