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 3-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 | $155,728 | $166,020-6.2% | $164,866-5.5% | $145,959+6.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.40% | 100.08%-90.7pp | 69.97%-60.6pp | 561.95%-552.6pp |
| Employer contribution / active EE | $30,008 | $5,275+468.9% | $4,343+591.0% | $4,661+543.8% |
| Participant deferral / active EE | $22,450 | $6,961+222.5% | $6,033+272.1% | $6,689+235.6% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |