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 | $640,722 | $150,440+325.9% | $136,294+370.1% | $147,584+334.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.09% | 1049.08%-1028.0pp | 5155.94%-5134.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $4,894 | $5,256-6.9% | $4,695+4.2% | $4,876+0.4% |
| Participant deferral / active EE | $17,084 | $6,630+157.7% | $6,247+173.5% | $5,439+214.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |