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 3-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 | $49,086 | $72,071-31.9% | $68,368-28.2% | $137,256-64.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.12% | 353.14%-332.0pp | 292.57%-271.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $4,096 | $2,788+46.9% | $2,649+54.6% | $4,156-1.4% |
| Participant deferral / active EE | $8,641 | $4,410+96.0% | $4,123+109.6% | $6,407+34.9% |
| Admin fee / account holder | $146 | $5,336-97.3% | $5,150-97.2% | $12,270-98.8% |