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 4-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 | $448,837 | $178,174+151.9% | $156,181+187.4% | $137,256+227.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.73% | 84.19%-70.5pp | 64.87%-51.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,652 | $4,972-46.7% | $4,294-38.2% | $4,156-36.2% |
| Participant deferral / active EE | $15,470 | $6,888+124.6% | $6,132+152.3% | $6,407+141.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |