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 | $491,995 | $176,056+179.5% | $159,436+208.6% | $167,490+193.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.58% | 331.75%-317.2pp | 263.57%-249.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $4,745 | $5,297-10.4% | $4,829-1.7% | $4,837-1.9% |
| Participant deferral / active EE | $9,180 | $7,750+18.4% | $7,352+24.9% | $6,341+44.8% |
| Admin fee / account holder | $94 | $12,554-99.3% | $10,799-99.1% | $12,309-99.2% |