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 4-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 | $1,006,805 | $217,402+363.1% | $185,823+441.8% | $167,490+501.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 126.52% | 148.36%-21.8pp | 122.05%+4.5pp | 478.56%-352.0pp |
| Employer contribution / active EE | $21,667 | $5,873+268.9% | $5,167+319.3% | $4,837+347.9% |
| Participant deferral / active EE | $9,360 | $6,356+47.3% | $5,568+68.1% | $6,341+47.6% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |