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 | $340,468 | $97,757+248.3% | $83,848+306.1% | $135,375+151.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 11.80% | 1287.37%-1275.6pp | 850.88%-839.1pp | 519.73%-507.9pp |
| Employer contribution / active EE | $14,246 | $4,222+237.4% | $3,631+292.4% | $4,779+198.1% |
| Participant deferral / active EE | $4,250 | $4,682-9.2% | $4,082+4.1% | $5,609-24.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |