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 | $93,655 | $108,912-14.0% | $100,383-6.7% | $145,959-35.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.26% | 57.96%-45.7pp | 49.26%-37.0pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,967 | $4,423-32.9% | $3,944-24.8% | $4,661-36.3% |
| Participant deferral / active EE | $3,009 | $8,451-64.4% | $8,086-62.8% | $6,689-55.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |