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 | $25,734 | $180,749-85.8% | $160,784-84.0% | $137,256-81.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 22.71% | 2234.46%-2211.8pp | 1803.92%-1781.2pp | 220.34%-197.6pp |
| Employer contribution / active EE | $807 | $4,155-80.6% | $3,733-78.4% | $4,156-80.6% |
| Participant deferral / active EE | $2,729 | $6,844-60.1% | $6,293-56.6% | $6,407-57.4% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |