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 8-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 | $86,959 | $117,859-26.2% | $102,438-15.1% | $145,959-40.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.53% | 31.72%-16.2pp | 29.37%-13.8pp | 561.95%-546.4pp |
| Employer contribution / active EE | $4,802 | $3,615+32.8% | $3,024+58.8% | $4,661+3.0% |
| Participant deferral / active EE | $10,526 | $5,732+83.6% | $5,054+108.3% | $6,689+57.4% |
| Admin fee / account holder | $10 | $13,318-99.9% | $9,448-99.9% | $13,398-99.9% |