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 | $151,847 | $88,710+71.2% | $81,783+85.7% | $145,959+4.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 21.61% | 1027.26%-1005.6pp | 775.05%-753.4pp | 561.95%-540.3pp |
| Employer contribution / active EE | $2,667 | $3,083-13.5% | $2,913-8.4% | $4,661-42.8% |
| Participant deferral / active EE | $9,645 | $4,645+107.6% | $4,320+123.2% | $6,689+44.2% |
| Admin fee / account holder | $14 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |