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 6-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 | $22,404 | $72,071-68.9% | $68,368-67.2% | $137,256-83.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.91% | 353.14%-331.2pp | 292.57%-270.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,385 | $2,788-14.5% | $2,649-10.0% | $4,156-42.6% |
| Participant deferral / active EE | $5,354 | $4,410+21.4% | $4,123+29.9% | $6,407-16.4% |
| Admin fee / account holder | $186 | $5,336-96.5% | $5,150-96.4% | $12,270-98.5% |