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 | $251,890 | $100,852+149.8% | $90,404+178.6% | $158,922+58.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.61% | 1724.20%-1705.6pp | 1293.02%-1274.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $4,326 | $3,689+17.3% | $3,262+32.6% | $4,761-9.1% |
| Participant deferral / active EE | $4,231 | $4,348-2.7% | $3,963+6.8% | $5,982-29.3% |
| Admin fee / account holder | $184 | $6,501-97.2% | $5,611-96.7% | $11,246-98.4% |