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 | $696,746 | $165,335+321.4% | $149,696+365.4% | $158,922+338.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.46% | 348.15%-307.7pp | 276.60%-236.1pp | 302.83%-262.4pp |
| Employer contribution / active EE | $1,723 | $5,103-66.2% | $4,644-62.9% | $4,761-63.8% |
| Participant deferral / active EE | $300 | $7,181-95.8% | $6,842-95.6% | $5,982-95.0% |
| Admin fee / account holder | $250 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |