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 10-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 | $36,616 | $72,071-49.2% | $68,368-46.4% | $137,256-73.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.42% | 353.14%-336.7pp | 292.57%-276.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,158 | $2,788-22.6% | $2,649-18.6% | $4,156-48.1% |
| Participant deferral / active EE | $3,720 | $4,410-15.6% | $4,123-9.8% | $6,407-41.9% |
| Admin fee / account holder | $127 | $5,336-97.6% | $5,150-97.5% | $12,270-99.0% |