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 3-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 | $136,750 | $87,166+56.9% | $76,735+78.2% | $137,256-0.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 20.31% | 26.50%-6.2pp | 29.77%-9.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $5,760 | $2,904+98.3% | $2,454+134.7% | $4,156+38.6% |
| Participant deferral / active EE | $34,560 | $4,726+631.2% | $4,088+745.4% | $6,407+439.4% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |