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 | $262,317 | $211,958+23.8% | $169,463+54.8% | $135,375+93.8% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -6.30% | 3.26%-9.6pp | 1.83%-8.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,687 | $5,120-47.5% | $4,159-35.4% | $4,779-43.8% |
| Participant deferral / active EE | $9,233 | $6,075+52.0% | $5,277+75.0% | $5,609+64.6% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |