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 | $644,865 | $179,726+258.8% | $156,263+312.7% | $142,382+352.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.82% | 77.86%-58.0pp | 59.47%-39.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $21,856 | $5,069+331.1% | $4,333+404.4% | $4,299+408.4% |
| Participant deferral / active EE | $20,537 | $6,956+195.2% | $6,158+233.5% | $6,507+215.6% |
| Admin fee / account holder | $126 | $17,272-99.3% | $14,255-99.1% | $12,624-99.0% |