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 | $552,884 | $157,256+251.6% | $141,162+291.7% | $152,861+261.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.08% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $5,833 | $5,261+10.9% | $4,735+23.2% | $4,762+22.5% |
| Participant deferral / active EE | $16,765 | $7,109+135.8% | $6,709+149.9% | $5,850+186.6% |
| Admin fee / account holder | $184 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |