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 | $79,372 | $159,934-50.4% | $147,005-46.0% | $145,959-45.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.92% | 98.24%-79.3pp | 418.76%-399.8pp | 561.95%-543.0pp |
| Employer contribution / active EE | $4,158 | $5,287-21.4% | $4,934-15.7% | $4,661-10.8% |
| Participant deferral / active EE | $15,633 | $8,427+85.5% | $8,070+93.7% | $6,689+133.7% |
| Admin fee / account holder | $57 | $15,053-99.6% | $13,006-99.6% | $13,398-99.6% |