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 10-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 | $102,887 | $72,071+42.8% | $68,368+50.5% | $137,256-25.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.04% | 353.14%-332.1pp | 292.57%-271.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $9,936 | $2,788+256.4% | $2,649+275.1% | $4,156+139.1% |
| Participant deferral / active EE | $10,936 | $4,410+148.0% | $4,123+165.3% | $6,407+70.7% |
| Admin fee / account holder | $10 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |