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 | $863,312 | $104,664+724.8% | $85,682+907.6% | $167,490+415.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 22.61% | 21.45%+1.2pp | 21.49%+1.1pp | 478.56%-455.9pp |
| Employer contribution / active EE | $8,820 | $3,337+164.3% | $2,618+236.9% | $4,837+82.3% |
| Participant deferral / active EE | $12,000 | $4,824+148.7% | $3,923+205.9% | $6,341+89.2% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |