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 | $438,851 | $232,540+88.7% | $185,117+137.1% | $147,584+197.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.20% | 43.03%-24.8pp | 40.50%-22.3pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,444 | $5,195-52.9% | $4,182-41.5% | $4,876-49.9% |
| Participant deferral / active EE | $10,263 | $5,834+75.9% | $5,045+103.4% | $5,439+88.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |