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 | $29,769 | $72,071-58.7% | $68,368-56.5% | $137,256-78.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.27% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $6,852 | $2,788+145.8% | $2,649+158.7% | $4,156+64.9% |
| Participant deferral / active EE | $3,875 | $4,410-12.1% | $4,123-6.0% | $6,407-39.5% |
| Admin fee / account holder | $243 | $5,336-95.5% | $5,150-95.3% | $12,270-98.0% |