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 | $284,049 | $169,161+67.9% | $129,295+119.7% | $145,959+94.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.15% | 14348.07%-14335.9pp | 9429.28%-9417.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,866 | $5,543-48.3% | $4,157-31.0% | $4,661-38.5% |
| Participant deferral / active EE | $10,804 | $4,989+116.5% | $4,169+159.1% | $6,689+61.5% |
| Admin fee / account holder | $104 | $9,878-98.9% | $7,665-98.6% | $13,398-99.2% |