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 8-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 | $56,831 | $72,396-21.5% | $67,511-15.8% | $145,959-61.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.02% | 7194.07%-7176.1pp | 3517.41%-3499.4pp | 561.95%-543.9pp |
| Employer contribution / active EE | $4,049 | $3,071+31.9% | $2,733+48.2% | $4,661-13.1% |
| Participant deferral / active EE | $5,061 | $4,781+5.8% | $4,000+26.5% | $6,689-24.3% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |