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 | $844,672 | $150,187+462.4% | $120,354+601.8% | $145,922+478.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.14% | 154.07%-139.9pp | 107.15%-93.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $20,644 | $4,348+374.8% | $3,463+496.2% | $4,660+343.0% |
| Participant deferral / active EE | $15,250 | $6,173+147.0% | $4,991+205.6% | $6,688+128.0% |
| Admin fee / account holder | $24 | $12,207-99.8% | $9,423-99.7% | $13,397-99.8% |