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 | $591,621 | $209,411+182.5% | $178,490+231.5% | $158,922+272.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.51% | 188.75%-173.2pp | 151.07%-135.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $10,958 | $5,706+92.0% | $5,011+118.7% | $4,761+130.1% |
| Participant deferral / active EE | $10,353 | $5,954+73.9% | $5,202+99.0% | $5,982+73.1% |
| Admin fee / account holder | $267 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |