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 4-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 | $59,148 | $72,071-17.9% | $68,368-13.5% | $137,256-56.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 27.64% | 353.14%-325.5pp | 292.57%-264.9pp | 220.34%-192.7pp |
| Employer contribution / active EE | $5,052 | $2,788+81.2% | $2,649+90.7% | $4,156+21.6% |
| Participant deferral / active EE | $10,316 | $4,410+133.9% | $4,123+150.2% | $6,407+61.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |