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 4-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 | $51,766 | $172,111-69.9% | $150,298-65.6% | $137,256-62.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 35.25% | 69.37%-34.1pp | 62.79%-27.5pp | 220.34%-185.1pp |
| Employer contribution / active EE | $4,560 | $4,636-1.6% | $4,154+9.8% | $4,156+9.7% |
| Participant deferral / active EE | $22,800 | $6,166+269.8% | $5,453+318.1% | $6,407+255.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |