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 | $616,225 | $109,817+461.1% | $98,442+526.0% | $167,490+267.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 18.24% | 1956.69%-1938.5pp | 1492.73%-1474.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $4,566 | $3,224+41.6% | $2,960+54.3% | $4,837-5.6% |
| Participant deferral / active EE | $12,141 | $4,673+159.8% | $4,276+183.9% | $6,341+91.5% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |