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 | $366,151 | $171,865+113.0% | $149,718+144.6% | $147,584+148.1% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 18.85% | 2113.22%-2094.4pp | 1501.63%-1482.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $5,659 | $6,275-9.8% | $5,445+3.9% | $4,876+16.0% |
| Participant deferral / active EE | $11,190 | $7,271+53.9% | $6,569+70.3% | $5,439+105.7% |
| Admin fee / account holder | $10 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |