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 | $862,805 | $85,022+914.8% | $70,515+1123.6% | $139,434+518.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 20.10% | 30.38%-10.3pp | 32.77%-12.7pp | 372.94%-352.8pp |
| Employer contribution / active EE | $8,941 | $3,909+128.7% | $2,973+200.7% | $4,751+88.2% |
| Participant deferral / active EE | $11,500 | $5,890+95.2% | $4,567+151.8% | $6,710+71.4% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |