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 | $680,991 | $180,749+276.8% | $160,784+323.5% | $137,256+396.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.48% | 2234.46%-2213.0pp | 1803.92%-1782.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $10,204 | $4,155+145.6% | $3,733+173.4% | $4,156+145.5% |
| Participant deferral / active EE | $25,963 | $6,844+279.3% | $6,293+312.6% | $6,407+305.2% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |