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 | $326,375 | $150,440+116.9% | $136,294+139.5% | $147,584+121.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.58% | 1049.08%-1030.5pp | 5155.94%-5137.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,539 | $5,256-70.7% | $4,695-67.2% | $4,876-68.4% |
| Participant deferral / active EE | $6,588 | $6,630-0.6% | $6,247+5.4% | $5,439+21.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |