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 | $530,534 | $104,907+405.7% | $84,611+527.0% | $152,861+247.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 14.17% | 373.79%-359.6pp | 258.74%-244.6pp | 345.32%-331.1pp |
| Employer contribution / active EE | $8,250 | $3,302+149.9% | $2,652+211.1% | $4,762+73.2% |
| Participant deferral / active EE | $13,750 | $4,688+193.3% | $3,899+252.7% | $5,850+135.0% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |