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 8-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 | $242,486 | $149,040+62.7% | $120,225+101.7% | $137,256+76.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 10.24% | 605.68%-595.4pp | 439.23%-429.0pp | 220.34%-210.1pp |
| Employer contribution / active EE | $21,244 | $4,350+388.3% | $3,475+511.2% | $4,156+411.1% |
| Participant deferral / active EE | $15,230 | $4,655+227.2% | $3,999+280.9% | $6,407+137.7% |
| Admin fee / account holder | $71 | $6,348-98.9% | $5,696-98.8% | $12,270-99.4% |