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 | $1,034,275 | $157,256+557.7% | $141,162+632.7% | $152,861+576.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 31.23% | 64.32%-33.1pp | 71.39%-40.2pp | 345.32%-314.1pp |
| Employer contribution / active EE | $26,200 | $5,261+398.0% | $4,735+453.3% | $4,762+450.2% |
| Participant deferral / active EE | $15,000 | $7,109+111.0% | $6,709+123.6% | $5,850+156.4% |
| Admin fee / account holder | $103 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |