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 | $379,873 | $138,044+175.2% | $125,339+203.1% | $134,475+182.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.59% | 750.33%-762.9pp | 572.05%-584.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $25,642 | $5,243+389.0% | $4,814+432.7% | $4,740+441.0% |
| Participant deferral / active EE | $22,667 | $7,799+190.6% | $7,446+204.4% | $6,400+254.2% |
| Admin fee / account holder | $77 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |