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 | $253,239 | $98,240+157.8% | $82,313+207.7% | $147,584+71.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.56% | 30.85%-11.3pp | 25.88%-6.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $6,807 | $3,192+113.3% | $2,428+180.3% | $4,876+39.6% |
| Participant deferral / active EE | $12,370 | $4,383+182.2% | $3,706+233.8% | $5,439+127.4% |
| Admin fee / account holder | $31 | $8,563-99.6% | $5,608-99.4% | $10,885-99.7% |