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 | $27,802 | $149,040-81.3% | $120,225-76.9% | $137,256-79.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 25.04% | 605.68%-580.6pp | 439.23%-414.2pp | 220.34%-195.3pp |
| Employer contribution / active EE | $2,003 | $4,350-54.0% | $3,475-42.4% | $4,156-51.8% |
| Participant deferral / active EE | $3,387 | $4,655-27.2% | $3,999-15.3% | $6,407-47.1% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |