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 | $294,306 | $126,574+132.5% | $106,213+177.1% | $145,922+101.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.37% | 224.79%-210.4pp | 116.14%-101.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $6,427 | $3,730+72.3% | $3,171+102.6% | $4,660+37.9% |
| Participant deferral / active EE | $23,066 | $5,724+303.0% | $5,016+359.9% | $6,688+244.9% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |