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 | $50,013 | $72,071-30.6% | $68,368-26.8% | $137,256-63.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.80% | 353.14%-330.3pp | 292.57%-269.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $4,320 | $2,788+55.0% | $2,649+63.1% | $4,156+3.9% |
| Participant deferral / active EE | $13,200 | $4,410+199.3% | $4,123+220.2% | $6,407+106.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |