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 | $580,366 | $117,983+391.9% | $101,794+470.1% | $142,382+307.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.22% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $14,924 | $2,773+438.3% | $2,289+552.0% | $4,299+247.1% |
| Participant deferral / active EE | $13,962 | $4,714+196.2% | $4,084+241.9% | $6,507+114.6% |
| Admin fee / account holder | $182 | $10,433-98.3% | $8,777-97.9% | $12,624-98.6% |