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 | $318,597 | $96,635+229.7% | $86,612+267.8% | $139,434+128.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 56.66% | 106.41%-49.8pp | 591.07%-534.4pp | 372.94%-316.3pp |
| Employer contribution / active EE | $11,880 | $3,263+264.1% | $3,022+293.1% | $4,751+150.1% |
| Participant deferral / active EE | $7,315 | $4,836+51.3% | $4,438+64.8% | $6,710+9.0% |
| Admin fee / account holder | $157 | $6,408-97.5% | $5,614-97.2% | $11,403-98.6% |