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 | $703,718 | $100,773+598.3% | $88,946+691.2% | $142,382+394.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.33% | 70.18%-50.9pp | 57.82%-38.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $43,752 | $2,918+1399.5% | $2,555+1612.4% | $4,299+917.7% |
| Participant deferral / active EE | $20,452 | $5,230+291.0% | $4,581+346.4% | $6,507+214.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |