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 9-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 | $33,149 | $68,097-51.3% | $62,929-47.3% | $137,256-75.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 20.09% | 1859.11%-1839.0pp | 1063.93%-1043.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $436 | $2,811-84.5% | $2,505-82.6% | $4,156-89.5% |
| Participant deferral / active EE | $3,644 | $4,553-20.0% | $3,888-6.3% | $6,407-43.1% |
| Admin fee / account holder | $153 | $6,521-97.7% | $5,065-97.0% | $12,270-98.8% |