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 | $495,002 | $99,652+396.7% | $78,778+528.4% | $147,584+235.4% |
| Participation rate | 77.8% | 76.2%+1.5pp | 69.2%+8.6pp | 82.8%-5.1pp |
| Annual return | 23.67% | 47.28%-23.6pp | 35.62%-11.9pp | 578.55%-554.9pp |
| Employer contribution / active EE | $4,367 | $2,796+56.2% | $1,986+119.9% | $4,876-10.4% |
| Participant deferral / active EE | $11,845 | $3,664+223.3% | $2,958+300.4% | $5,439+117.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |