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 9-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 | $298,091 | $115,770+157.5% | $101,248+194.4% | $158,922+87.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 92.50% | 56.14%+36.4pp | 46.47%+46.0pp | 302.83%-210.3pp |
| Employer contribution / active EE | $34,282 | $4,175+721.2% | $3,660+836.8% | $4,761+620.0% |
| Participant deferral / active EE | $25,100 | $4,957+406.3% | $4,370+474.4% | $5,982+319.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |