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 | $867,165 | $209,832+313.3% | $189,513+357.6% | $167,490+417.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 22.11% | 748.27%-726.2pp | 555.15%-533.0pp | 478.56%-456.4pp |
| Employer contribution / active EE | $9,380 | $6,914+35.7% | $6,162+52.2% | $4,837+93.9% |
| Participant deferral / active EE | $13,935 | $8,935+56.0% | $8,221+69.5% | $6,341+119.7% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |