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 | $34,231 | $72,071-52.5% | $68,368-49.9% | $137,256-75.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.65% | 353.14%-332.5pp | 292.57%-271.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $3,246 | $2,788+16.4% | $2,649+22.6% | $4,156-21.9% |
| Participant deferral / active EE | $5,887 | $4,410+33.5% | $4,123+42.8% | $6,407-8.1% |
| Admin fee / account holder | $192 | $5,336-96.4% | $5,150-96.3% | $12,270-98.4% |