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 7-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 | $260,708 | $127,065+105.2% | $113,168+130.4% | $142,382+83.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.40% | 24.03%-2.6pp | 24.27%-2.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,846 | $3,442+11.7% | $2,975+29.3% | $4,299-10.5% |
| Participant deferral / active EE | $23,500 | $5,716+311.1% | $5,107+360.2% | $6,507+261.1% |
| Admin fee / account holder | $11 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |