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 | $68,392 | $165,584-58.7% | $142,942-52.2% | $137,256-50.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 21.18% | 164.22%-143.0pp | 113.70%-92.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,070 | $4,725-77.4% | $4,139-74.2% | $4,156-74.3% |
| Participant deferral / active EE | $17,480 | $8,194+113.3% | $7,128+145.2% | $6,407+172.8% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |