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 10-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 | $178,453 | $124,425+43.4% | $112,040+59.3% | $137,256+30.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.39% | 24.72%-5.3pp | 24.52%-5.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,651 | $3,411-22.3% | $2,954-10.2% | $4,156-36.2% |
| Participant deferral / active EE | $3,745 | $5,718-34.5% | $5,098-26.5% | $6,407-41.5% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |