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 | $654,010 | $90,348+623.9% | $75,972+760.9% | $145,922+348.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 30.04% | 620.88%-590.8pp | 359.55%-329.5pp | 561.29%-531.2pp |
| Employer contribution / active EE | $2,051 | $3,311-38.1% | $2,685-23.6% | $4,660-56.0% |
| Participant deferral / active EE | $10,462 | $5,162+102.7% | $4,255+145.8% | $6,688+56.4% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |