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 | $74,031 | $72,071+2.7% | $68,368+8.3% | $137,256-46.1% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.0%+15.0pp |
| Annual return | 17.81% | 353.14%-335.3pp | 292.57%-274.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $8,497 | $2,788+204.8% | $2,649+220.8% | $4,156+104.5% |
| Participant deferral / active EE | $4,994 | $4,410+13.2% | $4,123+21.1% | $6,407-22.1% |
| Admin fee / account holder | $133 | $5,336-97.5% | $5,150-97.4% | $12,270-98.9% |