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 | $112,432 | $166,020-32.3% | $164,866-31.8% | $145,959-23.0% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 13.39% | 100.08%-86.7pp | 69.97%-56.6pp | 561.95%-548.6pp |
| Employer contribution / active EE | $3,768 | $5,275-28.6% | $4,343-13.2% | $4,661-19.2% |
| Participant deferral / active EE | $3,106 | $6,961-55.4% | $6,033-48.5% | $6,689-53.6% |
| Admin fee / account holder | $2 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |