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 5-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 | $125,581 | $178,174-29.5% | $156,181-19.6% | $137,256-8.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.50% | 84.19%-63.7pp | 64.87%-44.4pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,279 | $4,972-13.9% | $4,294-0.4% | $4,156+2.9% |
| Participant deferral / active EE | $10,280 | $6,888+49.2% | $6,132+67.6% | $6,407+60.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |