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 | $48,752 | $72,071-32.4% | $68,368-28.7% | $137,256-64.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.86% | 353.14%-333.3pp | 292.57%-272.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,381 | $2,788+21.3% | $2,649+27.6% | $4,156-18.7% |
| Participant deferral / active EE | $11,853 | $4,410+168.8% | $4,123+187.5% | $6,407+85.0% |
| Admin fee / account holder | $160 | $5,336-97.0% | $5,150-96.9% | $12,270-98.7% |