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 9-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 | $312,033 | $158,398+97.0% | $126,539+146.6% | $142,382+119.2% |
| Participation rate | 72.7% | 75.8%-3.1pp | 69.8%+2.9pp | 80.1%-7.4pp |
| Annual return | 44.15% | 593.76%-549.6pp | 425.95%-381.8pp | 217.08%-172.9pp |
| Employer contribution / active EE | $2,325 | $4,650-50.0% | $3,674-36.7% | $4,299-45.9% |
| Participant deferral / active EE | $4,961 | $4,767+4.1% | $4,083+21.5% | $6,507-23.8% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |