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 | $276,361 | $165,984+66.5% | $164,813+67.7% | $145,922+89.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.16% | 100.03%-90.9pp | 69.93%-60.8pp | 561.29%-552.1pp |
| Employer contribution / active EE | $4,134 | $5,273-21.6% | $4,341-4.8% | $4,660-11.3% |
| Participant deferral / active EE | $17,291 | $6,959+148.5% | $6,031+186.7% | $6,688+158.5% |
| Admin fee / account holder | $33 | $16,648-99.8% | $12,690-99.7% | $13,397-99.8% |