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 | $221,055 | $166,020+33.1% | $164,866+34.1% | $145,959+51.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 27.60% | 100.08%-72.5pp | 69.97%-42.4pp | 561.95%-534.4pp |
| Employer contribution / active EE | $2,145 | $5,275-59.3% | $4,343-50.6% | $4,661-54.0% |
| Participant deferral / active EE | $7,830 | $6,961+12.5% | $6,033+29.8% | $6,689+17.1% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |