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 7-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 | $81,538 | $201,259-59.5% | $184,200-55.7% | $145,959-44.1% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 72.96% | 28.98%+44.0pp | 28.80%+44.2pp | 561.95%-489.0pp |
| Employer contribution / active EE | $3,673 | $7,018-47.7% | $6,424-42.8% | $4,661-21.2% |
| Participant deferral / active EE | $8,926 | $9,806-9.0% | $9,132-2.3% | $6,689+33.5% |
| Admin fee / account holder | $293 | $16,372-98.2% | $13,907-97.9% | $13,398-97.8% |