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 | $465,271 | $172,111+170.3% | $150,298+209.6% | $137,256+239.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 17.71% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $10,268 | $4,636+121.5% | $4,154+147.2% | $4,156+147.1% |
| Participant deferral / active EE | $10,147 | $6,166+64.6% | $5,453+86.1% | $6,407+58.4% |
| Admin fee / account holder | $296 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |