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 | $304,133 | $176,812+72.0% | $146,665+107.4% | $167,490+81.6% |
| Participation rate | 94.1% | 83.6%+10.5pp | 80.1%+14.0pp | 82.1%+12.0pp |
| Annual return | 13.34% | 24.03%-10.7pp | 22.74%-9.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $4,249 | $5,160-17.7% | $4,136+2.7% | $4,837-12.2% |
| Participant deferral / active EE | $8,716 | $6,440+35.3% | $5,506+58.3% | $6,341+37.4% |
| Admin fee / account holder | $14 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |