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 | $368,489 | $152,587+141.5% | $125,175+194.4% | $152,861+141.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.47% | 54.84%-31.4pp | 43.79%-20.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $12,730 | $4,946+157.4% | $3,865+229.3% | $4,762+167.3% |
| Participant deferral / active EE | $15,994 | $5,868+172.6% | $4,937+224.0% | $5,850+173.4% |
| Admin fee / account holder | $78 | $13,434-99.4% | $9,702-99.2% | $11,596-99.3% |