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 | $2,730,389 | $209,832+1201.2% | $189,513+1340.7% | $167,490+1530.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 50.45% | 748.27%-697.8pp | 555.15%-504.7pp | 478.56%-428.1pp |
| Employer contribution / active EE | $3,255 | $6,914-52.9% | $6,162-47.2% | $4,837-32.7% |
| Participant deferral / active EE | $20,933 | $8,935+134.3% | $8,221+154.6% | $6,341+230.1% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |