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 | $70,108 | $180,749-61.2% | $160,784-56.4% | $137,256-48.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 23.67% | 2234.46%-2210.8pp | 1803.92%-1780.3pp | 220.34%-196.7pp |
| Employer contribution / active EE | $6,400 | $4,155+54.0% | $3,733+71.5% | $4,156+54.0% |
| Participant deferral / active EE | $6,400 | $6,844-6.5% | $6,293+1.7% | $6,407-0.1% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |