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 | $430,243 | $201,272+113.8% | $184,203+133.6% | $145,922+194.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.82% | 29.00%-11.2pp | 28.81%-11.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $4,087 | $7,022-41.8% | $6,427-36.4% | $4,660-12.3% |
| Participant deferral / active EE | $11,937 | $9,806+21.7% | $9,131+30.7% | $6,688+78.5% |
| Admin fee / account holder | $287 | $16,364-98.2% | $13,901-97.9% | $13,397-97.9% |