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 | $94,517 | $132,634-28.7% | $115,768-18.4% | $137,256-31.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.74% | 160.70%-142.0pp | 100.46%-81.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,245 | $3,360-33.2% | $2,940-23.7% | $4,156-46.0% |
| Participant deferral / active EE | $14,249 | $5,619+153.6% | $4,917+189.8% | $6,407+122.4% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |