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 8-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 | $348,999 | $183,519+90.2% | $155,509+124.4% | $145,922+139.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 24.29% | 61.17%-36.9pp | 64.67%-40.4pp | 561.29%-537.0pp |
| Employer contribution / active EE | $12,700 | $5,313+139.0% | $4,672+171.8% | $4,660+172.6% |
| Participant deferral / active EE | $16,581 | $6,462+156.6% | $5,626+194.7% | $6,688+147.9% |
| Admin fee / account holder | $30 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |