Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $615,532 | $180,749+240.5% | $160,784+282.8% | $137,256+348.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.94% | 2234.46%-2223.5pp | 1803.92%-1793.0pp | 220.34%-209.4pp |
| Employer contribution / active EE | $5,781 | $4,155+39.1% | $3,733+54.9% | $4,156+39.1% |
| Participant deferral / active EE | $12,216 | $6,844+78.5% | $6,293+94.1% | $6,407+90.7% |
| Admin fee / account holder | $2 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |