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 | $431,979 | $165,984+160.3% | $164,813+162.1% | $145,922+196.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.32% | 100.03%-88.7pp | 69.93%-58.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,828 | $5,273-8.4% | $4,341+11.2% | $4,660+3.6% |
| Participant deferral / active EE | $16,425 | $6,959+136.0% | $6,031+172.3% | $6,688+145.6% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |