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 | $622,004 | $95,266+552.9% | $82,389+655.0% | $142,382+336.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.85% | 25.74%-6.9pp | 28.67%-9.8pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,389 | $2,991-20.1% | $2,517-5.1% | $4,299-44.4% |
| Participant deferral / active EE | $16,675 | $4,809+246.8% | $4,155+301.4% | $6,507+156.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |