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 | $465,915 | $171,865+171.1% | $149,718+211.2% | $147,584+215.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.13% | 2113.22%-2091.1pp | 1501.63%-1479.5pp | 578.55%-556.4pp |
| Employer contribution / active EE | $11,466 | $6,275+82.7% | $5,445+110.6% | $4,876+135.1% |
| Participant deferral / active EE | $11,400 | $7,271+56.8% | $6,569+73.5% | $5,439+109.6% |
| Admin fee / account holder | $212 | $13,799-98.5% | $11,283-98.1% | $10,885-98.1% |