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 | $744,818 | $209,336+255.8% | $197,124+277.8% | $137,256+442.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.86% | 48.09%-29.2pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $13,367 | $6,591+102.8% | $6,227+114.6% | $4,156+221.6% |
| Participant deferral / active EE | $14,129 | $9,614+47.0% | $9,135+54.7% | $6,407+120.5% |
| Admin fee / account holder | $167 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |