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 | $280,079 | $198,466+41.1% | $170,442+64.3% | $147,584+89.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 30.11% | 257.29%-227.2pp | 205.93%-175.8pp | 578.55%-548.4pp |
| Employer contribution / active EE | $13,859 | $6,184+124.1% | $5,433+155.1% | $4,876+184.2% |
| Participant deferral / active EE | $6,608 | $5,629+17.4% | $4,939+33.8% | $5,439+21.5% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |