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 | $128,766 | $111,535+15.4% | $105,223+22.4% | $137,256-6.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.66% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,875 | $3,939-52.4% | $3,689-49.2% | $4,156-54.9% |
| Participant deferral / active EE | $2,667 | $5,500-51.5% | $5,072-47.4% | $6,407-58.4% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |