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 | $329,853 | $127,777+158.1% | $106,548+209.6% | $167,490+96.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 9.53% | 33.87%-24.3pp | 26.80%-17.3pp | 478.56%-469.0pp |
| Employer contribution / active EE | $10,000 | $3,427+191.8% | $2,819+254.7% | $4,837+106.7% |
| Participant deferral / active EE | $19,500 | $5,087+283.3% | $4,398+343.4% | $6,341+207.5% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |