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 | $765,967 | $176,056+335.1% | $159,436+380.4% | $167,490+357.3% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 18.95% | 331.75%-312.8pp | 263.57%-244.6pp | 478.56%-459.6pp |
| Employer contribution / active EE | $4,439 | $5,297-16.2% | $4,829-8.1% | $4,837-8.2% |
| Participant deferral / active EE | $11,357 | $7,750+46.5% | $7,352+54.5% | $6,341+79.1% |
| Admin fee / account holder | $56 | $12,554-99.6% | $10,799-99.5% | $12,309-99.5% |