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 4-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 | $19,344 | $183,592-89.5% | $155,567-87.6% | $145,959-86.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.09% | 61.24%-51.1pp | 64.74%-54.6pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,222 | $5,315-58.2% | $4,674-52.5% | $4,661-52.3% |
| Participant deferral / active EE | $3,507 | $6,464-45.7% | $5,628-37.7% | $6,689-47.6% |
| Admin fee / account holder | $231 | $19,318-98.8% | $15,916-98.5% | $13,398-98.3% |