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 | $479,398 | $117,690+307.3% | $71,735+568.3% | $134,475+256.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -2.43% | 25.44%-27.9pp | 9.14%-11.6pp | 417.96%-420.4pp |
| Employer contribution / active EE | $19,236 | $2,525+662.0% | $1,704+1029.0% | $4,740+305.9% |
| Participant deferral / active EE | $13,950 | $3,759+271.1% | $2,658+424.8% | $6,400+118.0% |
| Admin fee / account holder | $63 | $6,379-99.0% | $3,974-98.4% | $11,426-99.5% |