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 | $302,384 | $175,202+72.6% | $149,673+102.0% | $139,434+116.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.15% | 166.71%-152.6pp | 134.42%-120.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $20,011 | $5,474+265.5% | $4,818+315.4% | $4,751+321.2% |
| Participant deferral / active EE | $12,231 | $6,519+87.6% | $5,680+115.3% | $6,710+82.3% |
| Admin fee / account holder | $209 | $16,150-98.7% | $13,210-98.4% | $11,403-98.2% |