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 | $117,076 | $72,071+62.4% | $68,368+71.2% | $137,256-14.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 224.41% | 353.14%-128.7pp | 292.57%-68.2pp | 220.34%+4.1pp |
| Employer contribution / active EE | $1,519 | $2,788-45.5% | $2,649-42.7% | $4,156-63.5% |
| Participant deferral / active EE | $1,586 | $4,410-64.0% | $4,123-61.5% | $6,407-75.2% |
| Admin fee / account holder | $15 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |