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 | $374,659 | $159,934+134.3% | $147,005+154.9% | $145,959+156.7% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 16.47% | 98.24%-81.8pp | 418.76%-402.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $4,203 | $5,287-20.5% | $4,934-14.8% | $4,661-9.8% |
| Participant deferral / active EE | $10,874 | $8,427+29.0% | $8,070+34.8% | $6,689+62.6% |
| Admin fee / account holder | $47 | $15,053-99.7% | $13,006-99.6% | $13,398-99.6% |