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 8-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 | $436,806 | $201,272+117.0% | $184,203+137.1% | $145,922+199.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.34% | 29.00%-6.7pp | 28.81%-6.5pp | 561.29%-538.9pp |
| Employer contribution / active EE | $30,667 | $7,022+336.7% | $6,427+377.1% | $4,660+558.1% |
| Participant deferral / active EE | $20,417 | $9,806+108.2% | $9,131+123.6% | $6,688+205.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |