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 3-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 | $317,022 | $180,749+75.4% | $160,784+97.2% | $137,256+131.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.82% | 2234.46%-2216.6pp | 1803.92%-1786.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $5,075 | $4,155+22.1% | $3,733+36.0% | $4,156+22.1% |
| Participant deferral / active EE | $7,406 | $6,844+8.2% | $6,293+17.7% | $6,407+15.6% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |