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 | $94,388 | $101,618-7.1% | $93,063+1.4% | $137,256-31.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.60% | 223.95%-207.3pp | 34.15%-17.6pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,476 | $2,707-8.6% | $2,4760% | $4,156-40.4% |
| Participant deferral / active EE | $7,840 | $4,279+83.2% | $3,958+98.1% | $6,407+22.4% |
| Admin fee / account holder | $7 | $6,198-99.9% | $6,033-99.9% | $12,270-99.9% |