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 | $261,595 | $190,805+37.1% | $159,960+63.5% | $134,475+94.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.90% | 552.23%-569.1pp | 408.60%-425.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $23,650 | $4,995+373.5% | $4,226+459.7% | $4,740+399.0% |
| Participant deferral / active EE | $23,750 | $6,923+243.1% | $6,182+284.2% | $6,400+271.1% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |