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 | $832,620 | $180,749+360.6% | $160,784+417.9% | $137,256+506.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 25.37% | 2234.46%-2209.1pp | 1803.92%-1778.6pp | 220.34%-195.0pp |
| Employer contribution / active EE | $4,603 | $4,155+10.8% | $3,733+23.3% | $4,156+10.8% |
| Participant deferral / active EE | $13,107 | $6,844+91.5% | $6,293+108.3% | $6,407+104.6% |
| Admin fee / account holder | $232 | $10,397-97.8% | $9,717-97.6% | $12,270-98.1% |