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 9-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 | $292,572 | $106,584+174.5% | $101,326+188.7% | $142,382+105.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.36% | 36.93%-17.6pp | 36.82%-17.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $11,673 | $3,956+195.1% | $3,665+218.5% | $4,299+171.5% |
| Participant deferral / active EE | $18,492 | $8,297+122.9% | $7,994+131.3% | $6,507+184.2% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |