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 | $542,834 | $92,703+485.6% | $82,719+556.2% | $134,475+303.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.46% | 944.92%-965.4pp | 701.18%-721.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,623 | $3,274+10.6% | $3,009+20.4% | $4,740-23.6% |
| Participant deferral / active EE | $9,200 | $4,802+91.6% | $4,395+109.3% | $6,400+43.8% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |