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 | $581,205 | $176,812+228.7% | $146,665+296.3% | $167,490+247.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.55% | 24.03%-3.5pp | 22.74%-2.2pp | 478.56%-458.0pp |
| Employer contribution / active EE | $13,539 | $5,160+162.4% | $4,136+227.3% | $4,837+179.9% |
| Participant deferral / active EE | $17,284 | $6,440+168.4% | $5,506+213.9% | $6,341+172.6% |
| Admin fee / account holder | $15 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |