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 | $110,927 | $180,749-38.6% | $160,784-31.0% | $137,256-19.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.15% | 2234.46%-2212.3pp | 1803.92%-1781.8pp | 220.34%-198.2pp |
| Employer contribution / active EE | $5,700 | $4,155+37.2% | $3,733+52.7% | $4,156+37.2% |
| Participant deferral / active EE | $13,810 | $6,844+101.8% | $6,293+119.5% | $6,407+115.6% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |