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 | $474,108 | $198,466+138.9% | $170,442+178.2% | $147,584+221.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.79% | 257.29%-236.5pp | 205.93%-185.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $15,507 | $6,184+150.8% | $5,433+185.4% | $4,876+218.0% |
| Participant deferral / active EE | $11,599 | $5,629+106.0% | $4,939+134.8% | $5,439+113.3% |
| Admin fee / account holder | $17 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |