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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,292 | $87,166-26.2% | $76,735-16.2% | $137,256-53.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 29.23% | 26.50%+2.7pp | 29.77%-0.5pp | 220.34%-191.1pp |
| Employer contribution / active EE | $12,216 | $2,904+320.6% | $2,454+397.7% | $4,156+193.9% |
| Participant deferral / active EE | $23,508 | $4,726+397.4% | $4,088+475.1% | $6,407+266.9% |
| Admin fee / account holder | $189 | $8,403-97.7% | $7,189-97.4% | $12,270-98.5% |