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 | $807,917 | $209,832+285.0% | $189,513+326.3% | $167,490+382.4% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 20.45% | 748.27%-727.8pp | 555.15%-534.7pp | 478.56%-458.1pp |
| Employer contribution / active EE | $6,099 | $6,914-11.8% | $6,162-1.0% | $4,837+26.1% |
| Participant deferral / active EE | $14,340 | $8,935+60.5% | $8,221+74.4% | $6,341+126.1% |
| Admin fee / account holder | $264 | $14,293-98.2% | $12,045-97.8% | $12,309-97.9% |