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 | $320,178 | $201,259+59.1% | $184,200+73.8% | $145,959+119.4% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.13% | 28.98%-15.8pp | 28.80%-15.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $4,155 | $7,018-40.8% | $6,424-35.3% | $4,661-10.8% |
| Participant deferral / active EE | $7,832 | $9,806-20.1% | $9,132-14.2% | $6,689+17.1% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |