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 | $578,671 | $105,630+447.8% | $87,507+561.3% | $273,961+111.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 27.01% | 12.25%+14.8pp | 12.21%+14.8pp | 41.45%-14.4pp |
| Employer contribution / active EE | $22,293 | $3,141+609.8% | $2,550+774.3% | $4,869+357.9% |
| Participant deferral / active EE | $736 | $3,601-79.6% | $3,149-76.6% | $5,287-86.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |