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 | $211,516 | $159,934+32.3% | $147,005+43.9% | $145,959+44.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.03% | 98.24%-78.2pp | 418.76%-398.7pp | 561.95%-541.9pp |
| Employer contribution / active EE | $15,590 | $5,287+194.9% | $4,934+216.0% | $4,661+234.5% |
| Participant deferral / active EE | $10,567 | $8,427+25.4% | $8,070+30.9% | $6,689+58.0% |
| Admin fee / account holder | $298 | $15,053-98.0% | $13,006-97.7% | $13,398-97.8% |