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 7-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 | $771,441 | $138,065+458.8% | $123,544+524.4% | $135,375+469.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.50% | 153.68%-154.2pp | 119.20%-119.7pp | 519.73%-520.2pp |
| Employer contribution / active EE | $14,522 | $5,151+181.9% | $4,628+213.8% | $4,779+203.9% |
| Participant deferral / active EE | $13,180 | $6,799+93.8% | $6,426+105.1% | $5,609+135.0% |
| Admin fee / account holder | $130 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |