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 | $468,067 | $150,440+211.1% | $136,294+243.4% | $147,584+217.2% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 18.24% | 1049.08%-1030.8pp | 5155.94%-5137.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $8,204 | $5,256+56.1% | $4,695+74.7% | $4,876+68.2% |
| Participant deferral / active EE | $10,780 | $6,630+62.6% | $6,247+72.6% | $5,439+98.2% |
| Admin fee / account holder | $278 | $10,905-97.5% | $9,243-97.0% | $10,885-97.4% |