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 3-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 | $528,337 | $201,272+162.5% | $184,203+186.8% | $145,922+262.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.58% | 29.00%-18.4pp | 28.81%-18.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $20,212 | $7,022+187.8% | $6,427+214.5% | $4,660+333.8% |
| Participant deferral / active EE | $15,780 | $9,806+60.9% | $9,131+72.8% | $6,688+136.0% |
| Admin fee / account holder | $43 | $16,364-99.7% | $13,901-99.7% | $13,397-99.7% |