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 | $623,186 | $209,411+197.6% | $178,490+249.1% | $158,922+292.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.49% | 188.75%-173.3pp | 151.07%-135.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $5,385 | $5,706-5.6% | $5,011+7.5% | $4,761+13.1% |
| Participant deferral / active EE | $12,020 | $5,954+101.9% | $5,202+131.1% | $5,982+100.9% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |