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 | $753,886 | $202,318+272.6% | $172,739+336.4% | $152,861+393.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 51.68% | 1029.65%-978.0pp | 802.84%-751.2pp | 345.32%-293.6pp |
| Employer contribution / active EE | $12,903 | $5,856+120.3% | $5,143+150.9% | $4,762+170.9% |
| Participant deferral / active EE | $15,542 | $5,948+161.3% | $5,198+199.0% | $5,850+165.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |