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 | $51,264 | $172,111-70.2% | $150,298-65.9% | $137,256-62.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.76% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,876 | $4,636-38.0% | $4,154-30.8% | $4,156-30.8% |
| Participant deferral / active EE | $8,382 | $6,166+36.0% | $5,453+53.7% | $6,407+30.8% |
| Admin fee / account holder | $289 | $16,471-98.2% | $14,116-98.0% | $12,270-97.6% |