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 | $367,568 | $177,572+107.0% | $154,803+137.4% | $142,382+158.2% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 17.53% | 65.07%-47.5pp | 58.88%-41.4pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,274 | $4,810-52.7% | $4,305-47.2% | $4,299-47.1% |
| Participant deferral / active EE | $4,711 | $6,272-24.9% | $5,540-15.0% | $6,507-27.6% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |