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 | $217,537 | $124,425+74.8% | $112,040+94.2% | $137,256+58.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.77% | 24.72%-8.0pp | 24.52%-7.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $21,000 | $3,411+515.6% | $2,954+610.9% | $4,156+405.3% |
| Participant deferral / active EE | $31,000 | $5,718+442.1% | $5,098+508.1% | $6,407+383.9% |
| Admin fee / account holder | $5 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |