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 | $46,558 | $209,336-77.8% | $197,124-76.4% | $137,256-66.1% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 25.73% | 48.09%-22.4pp | 44.34%-18.6pp | 220.34%-194.6pp |
| Employer contribution / active EE | $5,819 | $6,591-11.7% | $6,227-6.6% | $4,156+40.0% |
| Participant deferral / active EE | $9,823 | $9,614+2.2% | $9,135+7.5% | $6,407+53.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |