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 9-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 | $44,311 | $111,814-60.4% | $103,374-57.1% | $145,959-69.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.54% | 24.77%-12.2pp | 24.89%-12.4pp | 561.95%-549.4pp |
| Employer contribution / active EE | $2,719 | $4,214-35.5% | $3,869-29.7% | $4,661-41.7% |
| Participant deferral / active EE | $5,699 | $5,618+1.4% | $5,058+12.7% | $6,689-14.8% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |