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 | $196,535 | $183,592+7.0% | $155,567+26.3% | $145,959+34.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.15% | 61.24%-40.1pp | 64.74%-43.6pp | 561.95%-540.8pp |
| Employer contribution / active EE | $3,001 | $5,315-43.5% | $4,674-35.8% | $4,661-35.6% |
| Participant deferral / active EE | $9,606 | $6,464+48.6% | $5,628+70.7% | $6,689+43.6% |
| Admin fee / account holder | $1 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |