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 | $369,455 | $101,618+263.6% | $93,063+297.0% | $137,256+169.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 10.94% | 223.95%-213.0pp | 34.15%-23.2pp | 220.34%-209.4pp |
| Employer contribution / active EE | $775 | $2,707-71.4% | $2,476-68.7% | $4,156-81.3% |
| Participant deferral / active EE | $2,385 | $4,279-44.3% | $3,958-39.7% | $6,407-62.8% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |