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 | $1,094,476 | $85,022+1187.3% | $70,515+1452.1% | $139,434+684.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 66.74% | 30.38%+36.4pp | 32.77%+34.0pp | 372.94%-306.2pp |
| Employer contribution / active EE | $17,457 | $3,909+346.6% | $2,973+487.1% | $4,751+267.4% |
| Participant deferral / active EE | $13,788 | $5,890+134.1% | $4,567+201.9% | $6,710+105.5% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |