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 | $133,356 | $68,097+95.8% | $62,929+111.9% | $137,256-2.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.92% | 1859.11%-1837.2pp | 1063.93%-1042.0pp | 220.34%-198.4pp |
| Employer contribution / active EE | $10,676 | $2,811+279.8% | $2,505+326.3% | $4,156+156.9% |
| Participant deferral / active EE | $10,072 | $4,553+121.2% | $3,888+159.0% | $6,407+57.2% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |