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 7-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 | $344,831 | $172,478+99.9% | $145,661+136.7% | $142,382+142.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 21.69% | 151.09%-129.4pp | 101.46%-79.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $23,680 | $4,899+383.3% | $4,238+458.8% | $4,299+450.8% |
| Participant deferral / active EE | $11,840 | $8,348+41.8% | $7,198+64.5% | $6,507+82.0% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |