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 | $40,011 | $154,228-74.1% | $145,433-72.5% | $137,256-70.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.41% | 74.59%-42.2pp | 66.58%-34.2pp | 220.34%-187.9pp |
| Employer contribution / active EE | $2,515 | $4,804-47.6% | $4,554-44.8% | $4,156-39.5% |
| Participant deferral / active EE | $11,418 | $8,216+39.0% | $7,897+44.6% | $6,407+78.2% |
| Admin fee / account holder | $269 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |