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 | $1,554,830 | $202,432+668.1% | $169,368+818.0% | $139,434+1015.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 29.40% | 531.74%-502.3pp | 405.60%-376.2pp | 372.94%-343.5pp |
| Employer contribution / active EE | $19,941 | $4,692+325.0% | $4,013+396.9% | $4,751+319.7% |
| Participant deferral / active EE | $13,500 | $6,938+94.6% | $6,221+117.0% | $6,710+101.2% |
| Admin fee / account holder | $39 | $10,708-99.6% | $9,003-99.6% | $11,403-99.7% |