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 | $31,059 | $72,071-56.9% | $68,368-54.6% | $137,256-77.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 39.75% | 353.14%-313.4pp | 292.57%-252.8pp | 220.34%-180.6pp |
| Employer contribution / active EE | $2,856 | $2,788+2.4% | $2,649+7.8% | $4,156-31.3% |
| Participant deferral / active EE | $11,743 | $4,410+166.3% | $4,123+184.8% | $6,407+83.3% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |