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 | $166,319 | $126,519+31.5% | $106,201+56.6% | $145,959+13.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 225.10%-225.1pp | 116.26%-116.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $2,216 | $3,726-40.5% | $3,170-30.1% | $4,661-52.5% |
| Participant deferral / active EE | $12,695 | $5,716+122.1% | $5,012+153.3% | $6,689+89.8% |
| Admin fee / account holder | $244 | $17,312-98.6% | $11,039-97.8% | $13,398-98.2% |