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 9-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 | $756,742 | $138,065+448.1% | $123,544+512.5% | $135,375+459.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.61% | 153.68%-142.1pp | 119.20%-107.6pp | 519.73%-508.1pp |
| Employer contribution / active EE | $25,900 | $5,151+402.8% | $4,628+459.7% | $4,779+442.0% |
| Participant deferral / active EE | $14,700 | $6,799+116.2% | $6,426+128.8% | $5,609+162.1% |
| Admin fee / account holder | $82 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |