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 | $336,522 | $118,680+183.6% | $98,907+240.2% | $158,922+111.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.38% | 372.35%-352.0pp | 196.43%-176.0pp | 302.83%-282.4pp |
| Employer contribution / active EE | $3,436 | $3,333+3.1% | $2,689+27.8% | $4,761-27.8% |
| Participant deferral / active EE | $4,185 | $5,088-17.7% | $4,244-1.4% | $5,982-30.0% |
| Admin fee / account holder | $20 | $10,131-99.8% | $6,642-99.7% | $11,246-99.8% |