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 | $778,980 | $116,175+570.5% | $93,606+732.2% | $152,861+409.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 26.46% | 35.96%-9.5pp | 32.76%-6.3pp | 345.32%-318.9pp |
| Employer contribution / active EE | $33,261 | $3,218+933.6% | $2,718+1123.7% | $4,762+598.4% |
| Participant deferral / active EE | $16,667 | $4,603+262.1% | $4,069+309.6% | $5,850+184.9% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |