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 | $695,689 | $185,822+274.4% | $169,993+309.2% | $139,434+398.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.27% | 60.50%-31.2pp | 53.37%-24.1pp | 372.94%-343.7pp |
| Employer contribution / active EE | $2,409 | $7,590-68.3% | $6,785-64.5% | $4,751-49.3% |
| Participant deferral / active EE | $11,492 | $11,622-1.1% | $10,408+10.4% | $6,710+71.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |