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 8-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 | $39,657 | $108,825-63.6% | $156,181-74.6% | $82,448-51.9% |
| Participation rate | 79.3% | 72.4%+6.9pp | 78.8%+0.5pp | 68.1%+11.2pp |
| Annual return | 366.14% | 20.59%+345.6pp | 64.87%+301.3pp | 41.64%+324.5pp |
| Employer contribution / active EE | $2,355 | $2,870-17.9% | $4,294-45.2% | $2,551-7.7% |
| Participant deferral / active EE | $4,404 | $4,577-3.8% | $6,132-28.2% | $4,139+6.4% |
| Admin fee / account holder | $194 | $9,341-97.9% | $14,586-98.7% | $7,234-97.3% |