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 5-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 | $102,095 | $180,749-43.5% | $160,784-36.5% | $137,256-25.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.07% | 2234.46%-2220.4pp | 1803.92%-1789.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,608 | $4,155-61.3% | $3,733-56.9% | $4,156-61.3% |
| Participant deferral / active EE | $11,750 | $6,844+71.7% | $6,293+86.7% | $6,407+83.4% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |