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 | $173,412 | $72,396+139.5% | $67,511+156.9% | $145,959+18.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.39% | 7194.07%-7180.7pp | 3517.41%-3504.0pp | 561.95%-548.6pp |
| Employer contribution / active EE | $8,704 | $3,071+183.5% | $2,733+218.5% | $4,661+86.7% |
| Participant deferral / active EE | $20,293 | $4,781+324.4% | $4,000+407.3% | $6,689+203.4% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |