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 | $469,327 | $109,817+327.4% | $98,442+376.8% | $167,490+180.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.28% | 1956.69%-1940.4pp | 1492.73%-1476.4pp | 478.56%-462.3pp |
| Employer contribution / active EE | $14,249 | $3,224+342.0% | $2,960+381.4% | $4,837+194.5% |
| Participant deferral / active EE | $13,827 | $4,673+195.9% | $4,276+223.4% | $6,341+118.1% |
| Admin fee / account holder | $16 | $6,753-99.8% | $5,949-99.7% | $12,309-99.9% |