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 | $680,684 | $159,934+325.6% | $147,005+363.0% | $145,959+366.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 18.69% | 98.24%-79.5pp | 418.76%-400.1pp | 561.95%-543.3pp |
| Employer contribution / active EE | $4,409 | $5,287-16.6% | $4,934-10.7% | $4,661-5.4% |
| Participant deferral / active EE | $10,318 | $8,427+22.4% | $8,070+27.9% | $6,689+54.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |