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 | $398,554 | $192,717+106.8% | $142,449+179.8% | $139,434+185.8% |
| Participation rate | 70.0% | 81.5%-11.5pp | 76.8%-6.8pp | 80.3%-10.3pp |
| Annual return | 12.05% | 17.99%-5.9pp | 19.99%-7.9pp | 372.94%-360.9pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,555 | $7,208-78.4% | $6,283-75.2% | $6,710-76.8% |
| Admin fee / account holder | $143 | $15,124-99.1% | $10,011-98.6% | $11,403-98.7% |