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 3-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 | $30,630 | $111,535-72.5% | $105,223-70.9% | $137,256-77.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 25.97% | 237.85%-211.9pp | 180.65%-154.7pp | 220.34%-194.4pp |
| Employer contribution / active EE | $4,158 | $3,939+5.5% | $3,689+12.7% | $4,1560% |
| Participant deferral / active EE | $5,526 | $5,500+0.5% | $5,072+9.0% | $6,407-13.8% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |