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 7-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 | $223,585 | $72,071+210.2% | $68,368+227.0% | $137,256+62.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.52% | 353.14%-334.6pp | 292.57%-274.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $7,244 | $2,788+159.8% | $2,649+173.5% | $4,156+74.3% |
| Participant deferral / active EE | $11,167 | $4,410+153.2% | $4,123+170.9% | $6,407+74.3% |
| Admin fee / account holder | $37 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |