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 | $279,324 | $198,466+40.7% | $170,442+63.9% | $147,584+89.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.18% | 257.29%-232.1pp | 205.93%-180.8pp | 578.55%-553.4pp |
| Employer contribution / active EE | $14,599 | $6,184+136.1% | $5,433+168.7% | $4,876+199.4% |
| Participant deferral / active EE | $1,337 | $5,629-76.2% | $4,939-72.9% | $5,439-75.4% |
| Admin fee / account holder | $222 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |