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 6-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 | $10,109 | $72,071-86.0% | $68,368-85.2% | $137,256-92.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 81.79% | 353.14%-271.4pp | 292.57%-210.8pp | 220.34%-138.6pp |
| Employer contribution / active EE | $2,358 | $2,788-15.4% | $2,649-11.0% | $4,156-43.3% |
| Participant deferral / active EE | $3,646 | $4,410-17.3% | $4,123-11.6% | $6,407-43.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |