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 | $763,894 | $183,519+316.2% | $155,509+391.2% | $145,922+423.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.04% | 61.17%-41.1pp | 64.67%-44.6pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,862 | $5,313-65.0% | $4,672-60.2% | $4,660-60.0% |
| Participant deferral / active EE | $9,809 | $6,462+51.8% | $5,626+74.3% | $6,688+46.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |