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 | $382,711 | $209,411+82.8% | $178,490+114.4% | $158,922+140.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.17% | 188.75%-169.6pp | 151.07%-131.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $14,957 | $5,706+162.1% | $5,011+198.5% | $4,761+214.1% |
| Participant deferral / active EE | $4,382 | $5,954-26.4% | $5,202-15.8% | $5,982-26.8% |
| Admin fee / account holder | $210 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |