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 | $381,693 | $105,860+260.6% | $90,749+320.6% | $134,475+183.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.22% | -11.01%+0.8pp | -12.16%+1.9pp | 417.96%-428.2pp |
| Employer contribution / active EE | $3,604 | $3,462+4.1% | $2,921+23.4% | $4,740-24.0% |
| Participant deferral / active EE | $15,550 | $5,216+198.1% | $4,564+240.7% | $6,400+143.0% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |