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 | $89,814 | $183,592-51.1% | $155,567-42.3% | $145,959-38.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.90% | 61.24%-46.3pp | 64.74%-49.8pp | 561.95%-547.1pp |
| Employer contribution / active EE | $9,441 | $5,315+77.6% | $4,674+102.0% | $4,661+102.6% |
| Participant deferral / active EE | $9,492 | $6,464+46.8% | $5,628+68.7% | $6,689+41.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |