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 | $337,417 | $197,591+70.8% | $177,821+89.8% | $158,922+112.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.81% | 58.76%-45.9pp | 48.32%-35.5pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,742 | $6,697-59.1% | $5,918-53.7% | $4,761-42.4% |
| Participant deferral / active EE | $1,971 | $8,405-76.5% | $7,714-74.4% | $5,982-67.1% |
| Admin fee / account holder | $17 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |