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 | $564,157 | $104,664+439.0% | $85,682+558.4% | $167,490+236.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 18.69% | 21.45%-2.8pp | 21.49%-2.8pp | 478.56%-459.9pp |
| Employer contribution / active EE | $13,746 | $3,337+311.9% | $2,618+425.0% | $4,837+184.2% |
| Participant deferral / active EE | $11,271 | $4,824+133.6% | $3,923+187.3% | $6,341+77.7% |
| Admin fee / account holder | $50 | $10,032-99.5% | $6,873-99.3% | $12,309-99.6% |