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 | $62,082 | $178,174-65.2% | $156,181-60.3% | $137,256-54.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 28.18% | 84.19%-56.0pp | 64.87%-36.7pp | 220.34%-192.2pp |
| Employer contribution / active EE | $2,864 | $4,972-42.4% | $4,294-33.3% | $4,156-31.1% |
| Participant deferral / active EE | $13,165 | $6,888+91.1% | $6,132+114.7% | $6,407+105.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |