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 | $423,533 | $68,097+522.0% | $62,929+573.0% | $137,256+208.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.46% | 1859.11%-1837.7pp | 1063.93%-1042.5pp | 220.34%-198.9pp |
| Employer contribution / active EE | $10,096 | $2,811+259.1% | $2,505+303.1% | $4,156+142.9% |
| Participant deferral / active EE | $18,300 | $4,553+302.0% | $3,888+370.6% | $6,407+185.6% |
| Admin fee / account holder | $20 | $6,521-99.7% | $5,065-99.6% | $12,270-99.8% |