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 | $81,019 | $201,259-59.7% | $184,200-56.0% | $145,959-44.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.71% | 28.98%-13.3pp | 28.80%-13.1pp | 561.95%-546.2pp |
| Employer contribution / active EE | $4,497 | $7,018-35.9% | $6,424-30.0% | $4,661-3.5% |
| Participant deferral / active EE | $7,525 | $9,806-23.3% | $9,132-17.6% | $6,689+12.5% |
| Admin fee / account holder | $3 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |