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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $309,304 | $171,865+80.0% | $149,718+106.6% | $147,584+109.6% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 12.01% | 2113.22%-2101.2pp | 1501.63%-1489.6pp | 578.55%-566.5pp |
| Employer contribution / active EE | $2,378 | $6,275-62.1% | $5,445-56.3% | $4,876-51.2% |
| Participant deferral / active EE | $2,274 | $7,271-68.7% | $6,569-65.4% | $5,439-58.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |