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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,155 | $88,710+144.8% | $81,783+165.5% | $145,959+48.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 35.33% | 1027.26%-991.9pp | 775.05%-739.7pp | 561.95%-526.6pp |
| Employer contribution / active EE | $4,384 | $3,083+42.2% | $2,913+50.5% | $4,661-5.9% |
| Participant deferral / active EE | $11,044 | $4,645+137.8% | $4,320+155.6% | $6,689+65.1% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |