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 | $307,539 | $67,823+353.4% | $52,425+486.6% | $137,256+124.1% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 23.97% | 219.11%-195.1pp | 302.12%-278.1pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,749 | $1,163+50.4% | $914+91.3% | $4,156-57.9% |
| Participant deferral / active EE | $9,610 | $2,288+320.0% | $1,790+436.7% | $6,407+50.0% |
| Admin fee / account holder | $144 | $2,844-94.9% | $2,495-94.2% | $12,270-98.8% |