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 5-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 | $23,147 | $101,618-77.2% | $93,063-75.1% | $137,256-83.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 24.83% | 223.95%-199.1pp | 34.15%-9.3pp | 220.34%-195.5pp |
| Employer contribution / active EE | $2,352 | $2,707-13.1% | $2,476-5.0% | $4,156-43.4% |
| Participant deferral / active EE | $4,577 | $4,279+7.0% | $3,958+15.6% | $6,407-28.6% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |