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 | $293,247 | $159,901+83.4% | $146,958+99.5% | $145,922+101.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.06% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,344 | $5,286-74.6% | $4,933-72.8% | $4,660-71.2% |
| Participant deferral / active EE | $12,496 | $8,428+48.3% | $8,070+54.9% | $6,688+86.9% |
| Admin fee / account holder | $252 | $15,044-98.3% | $12,998-98.1% | $13,397-98.1% |