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 | $266,013 | $88,710+199.9% | $81,783+225.3% | $145,959+82.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.30% | 1027.26%-1008.0pp | 775.05%-755.7pp | 561.95%-542.6pp |
| Employer contribution / active EE | $7,418 | $3,083+140.6% | $2,913+154.7% | $4,661+59.2% |
| Participant deferral / active EE | $9,717 | $4,645+109.2% | $4,320+124.9% | $6,689+45.3% |
| Admin fee / account holder | $24 | $8,407-99.7% | $7,380-99.7% | $13,398-99.8% |