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 | $339,986 | $100,852+237.1% | $90,404+276.1% | $158,922+113.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 298.04% | 1724.20%-1426.2pp | 1293.02%-995.0pp | 302.83%-4.8pp |
| Employer contribution / active EE | $12,313 | $3,689+233.8% | $3,262+277.5% | $4,761+158.6% |
| Participant deferral / active EE | $12,788 | $4,348+194.1% | $3,963+222.6% | $5,982+113.8% |
| Admin fee / account holder | $204 | $6,501-96.9% | $5,611-96.4% | $11,246-98.2% |