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 | $181,669 | $72,071+152.1% | $68,368+165.7% | $137,256+32.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.63% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,979 | $2,788+6.9% | $2,649+12.5% | $4,156-28.3% |
| Participant deferral / active EE | $12,019 | $4,410+172.5% | $4,123+191.5% | $6,407+87.6% |
| Admin fee / account holder | $207 | $5,336-96.1% | $5,150-96.0% | $12,270-98.3% |