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 3-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 | $73,955 | $72,071+2.6% | $68,368+8.2% | $137,256-46.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 23.59% | 353.14%-329.6pp | 292.57%-269.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $4,436 | $2,788+59.1% | $2,649+67.5% | $4,156+6.7% |
| Participant deferral / active EE | $17,846 | $4,410+304.7% | $4,123+332.9% | $6,407+178.5% |
| Admin fee / account holder | $15 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |