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 | $363,199 | $183,963+97.4% | $162,163+124.0% | $152,861+137.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.55% | 150.76%-126.2pp | 115.59%-91.0pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,838 | $6,371-71.2% | $5,614-67.3% | $4,762-61.4% |
| Participant deferral / active EE | $5,160 | $8,034-35.8% | $7,298-29.3% | $5,850-11.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |