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 | $61,006 | $180,749-66.2% | $160,784-62.1% | $137,256-55.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 24.99% | 2234.46%-2209.5pp | 1803.92%-1778.9pp | 220.34%-195.4pp |
| Employer contribution / active EE | $5,633 | $4,155+35.6% | $3,733+50.9% | $4,156+35.5% |
| Participant deferral / active EE | $8,857 | $6,844+29.4% | $6,293+40.7% | $6,407+38.2% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |