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 | $172,491 | $169,161+2.0% | $129,295+33.4% | $145,959+18.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 9.16% | 14348.07%-14338.9pp | 9429.28%-9420.1pp | 561.95%-552.8pp |
| Employer contribution / active EE | $978 | $5,543-82.4% | $4,157-76.5% | $4,661-79.0% |
| Participant deferral / active EE | $8,463 | $4,989+69.6% | $4,169+103.0% | $6,689+26.5% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |