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 | $82,824 | $183,592-54.9% | $155,567-46.8% | $145,959-43.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.92% | 61.24%-50.3pp | 64.74%-53.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $5,285 | $5,315-0.6% | $4,674+13.1% | $4,661+13.4% |
| Participant deferral / active EE | $5,285 | $6,464-18.2% | $5,628-6.1% | $6,689-21.0% |
| Admin fee / account holder | $12 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |