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 7-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 | $94,661 | $165,584-42.8% | $142,942-33.8% | $137,256-31.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 18.16% | 164.22%-146.1pp | 113.70%-95.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,852 | $4,725-39.7% | $4,139-31.1% | $4,156-31.4% |
| Participant deferral / active EE | $2,878 | $8,194-64.9% | $7,128-59.6% | $6,407-55.1% |
| Admin fee / account holder | $199 | $16,167-98.8% | $12,475-98.4% | $12,270-98.4% |