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 | $345,694 | $226,064+52.9% | $182,532+89.4% | $152,861+126.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.84% | 192.51%-172.7pp | 148.54%-128.7pp | 345.32%-325.5pp |
| Employer contribution / active EE | $4,968 | $4,978-0.2% | $4,076+21.9% | $4,762+4.3% |
| Participant deferral / active EE | $16,026 | $6,368+151.7% | $5,524+190.1% | $5,850+173.9% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |