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 | $447,171 | $96,635+362.7% | $86,612+416.3% | $139,434+220.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 110.18% | 106.41%+3.8pp | 591.07%-480.9pp | 372.94%-262.8pp |
| Employer contribution / active EE | $13,650 | $3,263+318.3% | $3,022+351.6% | $4,751+187.3% |
| Participant deferral / active EE | $18,338 | $4,836+279.2% | $4,438+313.2% | $6,710+173.3% |
| Admin fee / account holder | $102 | $6,408-98.4% | $5,614-98.2% | $11,403-99.1% |