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 | $663,026 | $104,664+533.5% | $85,682+673.8% | $167,490+295.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 17.08% | 21.45%-4.4pp | 21.49%-4.4pp | 478.56%-461.5pp |
| Employer contribution / active EE | $36,946 | $3,337+1007.2% | $2,618+1311.0% | $4,837+663.7% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,341-100.0% |
| Admin fee / account holder | $138 | $10,032-98.6% | $6,873-98.0% | $12,309-98.9% |