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 | $455,251 | $110,809+310.8% | $86,874+424.0% | $167,490+171.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 20.27% | 116.98%-96.7pp | 63.52%-43.3pp | 478.56%-458.3pp |
| Employer contribution / active EE | $19,354 | $3,244+496.7% | $2,495+675.6% | $4,837+300.1% |
| Participant deferral / active EE | $3,900 | $4,546-14.2% | $3,699+5.4% | $6,341-38.5% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |